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Independent Advisor Alliance’s Petrobras PBR Stock Holding History

Independent Advisor Alliance’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
2024
Q4 		– Sell
-36,939
Closed -$532K – 1367
2024
Q3 		$532K Buy
+36,939
New +$543K 0.02% 450
2024
Q2 		– Sell
-130,756
Closed -$1.99M – 732
2024
Q1 		$1.99M Buy
+130,756
New +$2.13M 0.07% 220
2017
Q3 		– Sell
-35,150
Closed -$274K – 277
2017
Q2 		$274K Buy
+35,150
New +$313K 0.09% 198

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Independent Advisor Alliance's PBR Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Petrobras (PBR) in Q4 2024, closing a stake of 36,939 shares — an estimated $532K sold.

Independent Advisor Alliance first reported a position in PBR in Q2 2017 and held it in 3 quarters. The position peaked at $1.99M in Q1 2024. 485 funds tracked by Wall St. Rank hold PBR as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Petrobras position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 36,939 Petrobras shares in Q4 2024, an estimated $532K.
  • Independent Advisor Alliance first reported a position in Petrobras in Q2 2017 and held it in 3 quarters.
  • Independent Advisor Alliance's Petrobras position peaked at $1.99M in Q1 2024.
  • 485 funds tracked by Wall St. Rank held Petrobras as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.