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Kingsview Wealth Management’s Petrobras PBR Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-10,894
Closed -$166K – 1100
2024
Q1 		$166K Buy
+10,894
New +$177K ﹤0.01% 981

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kingsview Wealth Management's PBR Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Petrobras (PBR) in Q2 2024, closing a stake of 10,894 shares — an estimated $166K sold.

Kingsview Wealth Management first reported a position in PBR in Q1 2024 and held it in 1 quarter. The position peaked at $166K in Q1 2024. 486 funds tracked by Wall St. Rank hold PBR as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Petrobras position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,894 Petrobras shares in Q2 2024, an estimated $166K.
  • Kingsview Wealth Management first reported a position in Petrobras in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Petrobras position peaked at $166K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held Petrobras as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.