Howe & Rusling’s Petrobras PBR Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-1,600	Closed	-$20K	–	820
2022 Q3	$20K	Buy	1,600 +100	+7%	+$1.32K	﹤0.01%	426
2022 Q2	$18K	Buy	+1,500	New	+$20.8K	﹤0.01%	437
2020 Q3	–	Sell	-122	Closed	-$1K	–	854
2020 Q2	$1K	Buy	122 +100	+455%	+$725	﹤0.01%	760
2020 Q1	$0	Buy	+22	New	+$263	﹤0.01%	846
2015 Q3	–	Sell	-500	Closed	-$5K	–	1059
2015 Q2	$5K	Hold	500	–	–	﹤0.01%	654
2015 Q1	$3K	Hold	500	–	–	﹤0.01%	719
2014 Q4	$4K	Hold	500	–	–	﹤0.01%	663
2014 Q3	$7K	Sell	500 -300	-38%	-$5.02K	﹤0.01%	547
2014 Q2	$12K	Buy	800 +300	+60%	+$4.37K	﹤0.01%	464
2014 Q1	$7K	Hold	500	–	–	﹤0.01%	620
2013 Q4	$7K	Hold	500	–	–	﹤0.01%	544
2013 Q3	$8K	Hold	500	–	–	﹤0.01%	631
2013 Q2	$7K	Buy	+500	New	+$8.52K	﹤0.01%	663

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Howe & Rusling's PBR Position: Q4 2022 in Review

Howe & Rusling sold out of Petrobras (PBR) in Q4 2022, closing a stake of 1,600 shares — an estimated $20K sold.

Howe & Rusling first reported a position in PBR in Q2 2013 and held it in 13 quarters. The position peaked at $20K in Q3 2022. 410 funds tracked by Wall St. Rank hold PBR as of Q4 2022.

Howe & Rusling reported no remaining Petrobras position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 1,600 Petrobras shares in Q4 2022, an estimated $20K.
Howe & Rusling first reported a position in Petrobras in Q2 2013 and held it in 13 quarters.
Howe & Rusling's Petrobras position peaked at $20K in Q3 2022.
410 funds tracked by Wall St. Rank held Petrobras as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.