Halpern Financial’s Petrobras PBR Stock Holding History

Halpern Financial’s Portfolio PBR Stock Details PBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-127	Closed	-$1.48K	–	290
2022 Q2	$1.48K	Buy	+127	New	+$1.76K	﹤0.01%	264

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Halpern Financial's PBR Position: Q3 2022 in Review

Halpern Financial sold out of Petrobras (PBR) in Q3 2022, closing a stake of 127 shares — an estimated $1.48K sold.

Halpern Financial first reported a position in PBR in Q2 2022 and held it in 1 quarter. The position peaked at $1.48K in Q2 2022. 414 funds tracked by Wall St. Rank hold PBR as of Q3 2022.

Halpern Financial reported no remaining Petrobras position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 127 Petrobras shares in Q3 2022, an estimated $1.48K.
Halpern Financial first reported a position in Petrobras in Q2 2022 and held it in 1 quarter.
Halpern Financial's Petrobras position peaked at $1.48K in Q2 2022.
414 funds tracked by Wall St. Rank held Petrobras as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.