Phoenix Financial’s Petrobras PBR Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-114,463	Closed	-$1.71M	–	376
2023 Q3	$1.71M	Sell	114,463 -63,300	-36%	-$900K	0.03%	198
2023 Q2	$2.52M	Buy	+177,763	New	+$2.16M	0.05%	138
2021 Q1	–	Sell	-52,945	Closed	-$592K	–	455
2020 Q4	$592K	Buy	52,945 +25,069	+90%	+$222K	0.02%	249
2020 Q3	$184K	Buy	+27,876	New	+$237K	0.01%	306

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 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

AIM

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

Phoenix Financial's PBR Position: Q4 2023 in Review

Phoenix Financial sold out of Petrobras (PBR) in Q4 2023, closing a stake of 114,463 shares — an estimated $1.71M sold.

Phoenix Financial first reported a position in PBR in Q3 2020 and held it in 4 quarters. The position peaked at $2.52M in Q2 2023. 465 funds tracked by Wall St. Rank hold PBR as of Q4 2023.

Phoenix Financial reported no remaining Petrobras position as of Q4 2023 after selling out during the quarter.
Phoenix Financial sold 114,463 Petrobras shares in Q4 2023, an estimated $1.71M.
Phoenix Financial first reported a position in Petrobras in Q3 2020 and held it in 4 quarters.
Phoenix Financial's Petrobras position peaked at $2.52M in Q2 2023.
465 funds tracked by Wall St. Rank held Petrobras as of Q4 2023.

Based on Phoenix Financial's 13F filing for Q4 2023, filed 14 Feb 2024.