McCarthy Asset Management’s Petrobras PBR Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-300	Closed	-$4K	–	212
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	221
2021 Q4	$3K	Buy	300 +100	+50%	+$1.06K	﹤0.01%	244
2021 Q3	$2K	Buy	+200	New	+$2.13K	﹤0.01%	290

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

McCarthy Asset Management's PBR Position: Q2 2022 in Review

McCarthy Asset Management sold out of Petrobras (PBR) in Q2 2022, closing a stake of 300 shares — an estimated $4K sold.

McCarthy Asset Management first reported a position in PBR in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2022. 391 funds tracked by Wall St. Rank hold PBR as of Q2 2022.

McCarthy Asset Management reported no remaining Petrobras position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 300 Petrobras shares in Q2 2022, an estimated $4K.
McCarthy Asset Management first reported a position in Petrobras in Q3 2021 and held it in 3 quarters.
McCarthy Asset Management's Petrobras position peaked at $4K in Q1 2022.
391 funds tracked by Wall St. Rank held Petrobras as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.