Money Concepts Capital’s Petrobras PBR Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-763,621	Closed	-$12.2M	–	403
2023 Q4	$12.2M	Sell	763,621 -26,512	-3%	-$406K	1.13%	16
2023 Q3	$11.8M	Buy	790,133 +69,336	+10%	+$986K	1.24%	13
2023 Q2	$9.97M	Buy	+720,797	New	+$8.77M	1.01%	17
2023 Q1	–	Sell	-5,837	Closed	-$62.2K	–	2157
2022 Q4	$62.2K	Buy	+5,837	New	+$70.5K	﹤0.01%	1168
2022 Q2	–	Sell	-177	Closed	-$3K	–	2267
2022 Q1	$3K	Buy	+177	New	+$2.37K	﹤0.01%	2374

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return