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Next Financial Group’s Petrobras PBR Stock Holding History

Next Financial 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
2021
Q4 		– Sell
-100
Closed -$1K – 2938
2021
Q3 		$1K Buy
+100
New +$1.06K ﹤0.01% 2660
2021
Q2 		– Sell
-10
Closed – – 2683
2021
Q1 		$0 Buy
+10
New +$95 ﹤0.01% 2614
2018
Q4 		– Sell
-500
Closed -$6K – 2060
2018
Q3 		$6K Buy
+500
New +$5.54K ﹤0.01% 1128
2017
Q4 		– Sell
-1,500
Closed -$16K – 1052
2017
Q3 		$16K Buy
1,500
+500
+50% +$4.54K ﹤0.01% 1044
2017
Q2 		$8K Sell
1,000
-1,810
-64% -$16.1K ﹤0.01% 1410
2017
Q1 		$25K Sell
2,810
-20,290
-88% -$208K 0.01% 963
2016
Q4 		$234K Buy
23,100
+18,000
+353% +$192K 0.04% 425
2016
Q3 		$48K Buy
5,100
+2,600
+104% +$22.8K 0.01% 959
2016
Q2 		$17K Hold
2,500
– – 0.01% 1030
2016
Q1 		$14K Hold
2,500
– – ﹤0.01% 1059
2015
Q4 		$10K Hold
2,500
– – ﹤0.01% 1177
2015
Q3 		$10K Sell
2,500
-3,700
-60% -$22.6K ﹤0.01% 1208
2015
Q2 		$56K Buy
6,200
+2,000
+48% +$17.9K 0.02% 634
2015
Q1 		$25K Sell
4,200
-8,050
-66% -$51.3K 0.01% 911
2014
Q4 		$89K Sell
12,250
-6,250
-34% -$67.4K 0.03% 493
2014
Q3 		$263K Buy
+18,500
New +$310K 0.05% 377

Other funds holding PBR

GQG Partners
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's PBR Position: Q4 2021 in Review

Next Financial Group sold out of Petrobras (PBR) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Next Financial Group first reported a position in PBR in Q3 2014 and held it in 16 quarters. The position peaked at $263K in Q3 2014. 312 funds tracked by Wall St. Rank hold PBR as of Q4 2021.

  • Next Financial Group reported no remaining Petrobras position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 100 Petrobras shares in Q4 2021, an estimated $1K.
  • Next Financial Group first reported a position in Petrobras in Q3 2014 and held it in 16 quarters.
  • Next Financial Group's Petrobras position peaked at $263K in Q3 2014.
  • 312 funds tracked by Wall St. Rank held Petrobras as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.