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Heritage Wealth Management (Arizona)’s Petrobras PBR Stock Holding History

Heritage Wealth Management (Arizona)’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
-4,000
Closed -$46.7K – 1080
2022
Q2 		$46.7K Buy
+4,000
New +$55.4K 0.02% 431

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Fidelity Investments
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Arrowstreet Capital
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Lazard Asset Management
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Schroder Investment Management Group
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Goldman Sachs
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Renaissance Technologies
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PBR Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Petrobras (PBR) in Q3 2022, closing a stake of 4,000 shares — an estimated $46.7K sold.

Heritage Wealth Management (Arizona) first reported a position in PBR in Q2 2022 and held it in 1 quarter. The position peaked at $46.7K in Q2 2022. 413 funds tracked by Wall St. Rank hold PBR as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Petrobras position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4,000 Petrobras shares in Q3 2022, an estimated $46.7K.
  • Heritage Wealth Management (Arizona) first reported a position in Petrobras in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Petrobras position peaked at $46.7K in Q2 2022.
  • 413 funds tracked by Wall St. Rank held Petrobras as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.