Optimum Investment Advisors’s Petrobras PBR Stock Holding History

Optimum Investment Advisors’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
2023 Q2	–	Sell	-2,000	Closed	-$20.9K	–	746
2023 Q1	$20.9K	Hold	2,000	–	–	0.01%	471
2022 Q4	$21.3K	Hold	2,000	–	–	0.01%	479
2022 Q3	$25K	Sell	2,000 -2,000	-50%	-$26.5K	0.01%	466
2022 Q2	$47K	Buy	4,000 +1,000	+33%	+$13.8K	0.02%	407
2022 Q1	$44K	Buy	3,000 +2,000	+200%	+$26.8K	0.02%	460
2021 Q4	$11K	Buy	+1,000	New	+$10.6K	﹤0.01%	673
2015 Q1	–	Sell	-726	Closed	-$5K	–	985
2014 Q4	$5K	Hold	726	–	–	﹤0.01%	918
2014 Q3	$8K	Hold	726	–	–	﹤0.01%	785
2014 Q2	$11K	Buy	+726	New	+$10.6K	﹤0.01%	762

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Optimum Investment Advisors's PBR Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Petrobras (PBR) in Q2 2023, closing a stake of 2,000 shares — an estimated $20.9K sold.

Optimum Investment Advisors first reported a position in PBR in Q2 2014 and held it in 9 quarters. The position peaked at $47K in Q2 2022. 399 funds tracked by Wall St. Rank hold PBR as of Q2 2023.

Optimum Investment Advisors reported no remaining Petrobras position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 Petrobras shares in Q2 2023, an estimated $20.9K.
Optimum Investment Advisors first reported a position in Petrobras in Q2 2014 and held it in 9 quarters.
Optimum Investment Advisors's Petrobras position peaked at $47K in Q2 2022.
399 funds tracked by Wall St. Rank held Petrobras as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.