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Milestone Asset Management’s Petrobras PBR Stock Holding History

Milestone 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
2024
Q3 		– Sell
-52,882
Closed -$766K – 223
2024
Q2 		$766K Buy
52,882
+40,871
+340% +$636K 0.19% 100
2024
Q1 		$183K Buy
+12,011
New +$195K 0.05% 166

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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Milestone Asset Management's PBR Position: Q3 2024 in Review

Milestone Asset Management sold out of Petrobras (PBR) in Q3 2024, closing a stake of 52,882 shares — an estimated $766K sold.

Milestone Asset Management first reported a position in PBR in Q1 2024 and held it in 2 quarters. The position peaked at $766K in Q2 2024. 487 funds tracked by Wall St. Rank hold PBR as of Q3 2024.

  • Milestone Asset Management reported no remaining Petrobras position as of Q3 2024 after selling out during the quarter.
  • Milestone Asset Management sold 52,882 Petrobras shares in Q3 2024, an estimated $766K.
  • Milestone Asset Management first reported a position in Petrobras in Q1 2024 and held it in 2 quarters.
  • Milestone Asset Management's Petrobras position peaked at $766K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Petrobras as of Q3 2024.

Based on Milestone Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.