KWA
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KCS Wealth Advisory’s Petrobras PBR Stock Holding History

KCS Wealth Advisory’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
Q3 		$742K Sell
49,497
-9,603
-16% -$137K 0.32% 76
2023
Q2 		$817K Sell
59,100
-706
-1% -$8.59K 0.28% 84
2023
Q1 		$624K Sell
59,806
-490
-0.8% -$5.33K 0.24% 93
2022
Q4 		$642K Buy
+60,296
New +$728K 0.27% 86
2019
Q4 		– Sell
-5,709
Closed -$82.6K – 329
2019
Q3 		$82.6K Buy
+5,709
New +$83.8K 0.06% 214
2018
Q2 		– Sell
-10,794
Closed -$153K – 161
2018
Q1 		$153K Sell
10,794
-2,415
-18% -$31.8K 0.14% 161
2017
Q4 		$136K Buy
+13,209
New +$135K 0.13% 167

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return