Intercontinental Wealth Advisors’s Petrobras PBR Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$768K	Buy	55,527 +1,578	+3%	+$19.2K	0.18%	124
2023 Q1	$563K	Sell	53,949 -717	-1%	-$7.8K	0.14%	167
2022 Q4	$582K	Buy	54,666 +438	+0.8%	+$5.29K	0.17%	138
2022 Q3	$669K	Sell	54,228 -3,411	-6%	-$45.1K	0.21%	107
2022 Q2	$673K	Sell	57,639 -1,037	-2%	-$14.4K	0.18%	115
2022 Q1	$868K	Sell	58,676 -4,486	-7%	-$60.1K	0.2%	99
2021 Q4	$694K	Buy	+63,162	New	+$667K	0.15%	141
2019 Q2	–	Sell	-1,027	Closed	-$16K	–	424
2019 Q1	$16K	Hold	1,027	–	–	0.01%	323
2018 Q4	$13K	Buy	+1,027	New	+$14.9K	0.01%	344

Other funds holding PBR

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Intercontinental Wealth Advisors's PBR Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Petrobras (PBR) stake by 2.9% in Q2 2023, buying an estimated $19.2K and bringing the position to 55,527 shares worth $768K. The position accounts for 0.18% of the portfolio, ranked #124.

Intercontinental Wealth Advisors first reported a position in PBR in Q4 2018 and has held it in 9 quarters since. The position peaked at $868K in Q1 2022. 399 funds tracked by Wall St. Rank hold PBR as of Q2 2023.

Intercontinental Wealth Advisors held 55,527 shares of Petrobras worth $768K as of Q2 2023.
Intercontinental Wealth Advisors bought 1,578 Petrobras shares in Q2 2023, an estimated $19.2K.
Petrobras made up 0.18% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #124 holding.
Intercontinental Wealth Advisors first reported a position in Petrobras in Q4 2018 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Petrobras position peaked at $868K in Q1 2022.
399 funds tracked by Wall St. Rank held Petrobras as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.