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 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

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

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

KCS Wealth Advisory's PBR Position: Q3 2023 in Review

KCS Wealth Advisory reduced its Petrobras (PBR) stake by 16% in Q3 2023, selling an estimated $137K and leaving 49,497 shares worth $742K. The position accounts for 0.32% of the portfolio, ranked #76.

KCS Wealth Advisory first reported a position in PBR in Q4 2017 and has held it in 7 quarters since. The position peaked at $817K in Q2 2023. 433 funds tracked by Wall St. Rank hold PBR as of Q3 2023.

KCS Wealth Advisory held 49,497 shares of Petrobras worth $742K as of Q3 2023.
KCS Wealth Advisory sold 9,603 Petrobras shares in Q3 2023, an estimated $137K.
Petrobras made up 0.32% of KCS Wealth Advisory's portfolio in Q3 2023, its #76 holding.
KCS Wealth Advisory first reported a position in Petrobras in Q4 2017 and has held it in 7 quarters since.
KCS Wealth Advisory's Petrobras position peaked at $817K in Q2 2023.
433 funds tracked by Wall St. Rank held Petrobras as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.