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Legacy Financial Advisors’s Petrobras PBR Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-15,833
Closed -$200K – 435
2025
Q3 		$200K Buy
+15,833
New +$199K 0.03% 405
2025
Q1 		– Sell
-11,208
Closed -$144K – 372
2024
Q4 		$144K Buy
11,208
+469
+4% +$6.55K 0.02% 338
2024
Q3 		$155K Buy
+10,739
New +$158K 0.03% 349
2019
Q2 		– Sell
-65
Closed -$1K – 680
2019
Q1 		$1K Hold
65
– – ﹤0.01% 1001
2018
Q4 		$1K Hold
65
– – ﹤0.01% 927
2018
Q3 		$0 Hold
65
– – ﹤0.01% 939
2018
Q2 		$1K Hold
65
– – ﹤0.01% 887
2018
Q1 		$0 Hold
65
– – ﹤0.01% 881
2017
Q4 		$0 Buy
+65
New +$664 ﹤0.01% 849

Other funds holding PBR

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Baillie Gifford & Co
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Invesco
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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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return