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OneAscent Wealth Management’s Petrobras PBR Stock Holding History

OneAscent Wealth 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
2021
Q1 		$131K Buy
15,479
+2,948
+24% +$28.2K 0.06% 216
2020
Q4 		$141K Buy
+12,531
New +$111K 0.06% 198

Other funds holding PBR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneAscent Wealth Management's PBR Position: Q1 2021 in Review

OneAscent Wealth Management increased its Petrobras (PBR) stake by 24% in Q1 2021, buying an estimated $28.2K and bringing the position to 15,479 shares worth $131K. The position accounts for 0.06% of the portfolio, ranked #216.

OneAscent Wealth Management first reported a position in PBR in Q4 2020 and has held it in 2 quarters since. The position peaked at $141K in Q4 2020. 300 funds tracked by Wall St. Rank hold PBR as of Q1 2021.

  • OneAscent Wealth Management held 15,479 shares of Petrobras worth $131K as of Q1 2021.
  • OneAscent Wealth Management bought 2,948 Petrobras shares in Q1 2021, an estimated $28.2K.
  • Petrobras made up 0.06% of OneAscent Wealth Management's portfolio in Q1 2021, its #216 holding.
  • OneAscent Wealth Management first reported a position in Petrobras in Q4 2020 and has held it in 2 quarters since.
  • OneAscent Wealth Management's Petrobras position peaked at $141K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Petrobras as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.