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National Wealth Management Group’s Petrobras PBR Stock Holding History

National Wealth Management Group’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
-23,295
Closed -$354K – 148
2024
Q1 		$354K Buy
23,295
+3,448
+17% +$56.1K 0.28% 95
2023
Q4 		$317K Buy
19,847
+90
+0.5% +$1.38K 0.31% 100
2023
Q3 		$296K Buy
19,757
+750
+4% +$10.7K 0.32% 98
2023
Q2 		$256K Buy
+19,007
New +$231K 0.27% 107

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

National Wealth Management Group's PBR Position: Q2 2024 in Review

National Wealth Management Group sold out of Petrobras (PBR) in Q2 2024, closing a stake of 23,295 shares — an estimated $354K sold.

National Wealth Management Group first reported a position in PBR in Q2 2023 and held it in 4 quarters. The position peaked at $354K in Q1 2024. 486 funds tracked by Wall St. Rank hold PBR as of Q2 2024.

  • National Wealth Management Group reported no remaining Petrobras position as of Q2 2024 after selling out during the quarter.
  • National Wealth Management Group sold 23,295 Petrobras shares in Q2 2024, an estimated $354K.
  • National Wealth Management Group first reported a position in Petrobras in Q2 2023 and held it in 4 quarters.
  • National Wealth Management Group's Petrobras position peaked at $354K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held Petrobras as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.