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Robertson Stephens Wealth Management’s Petrobras PBR Stock Holding History

Robertson Stephens 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
2026
Q1 		– Sell
-36,506
Closed -$444K – 646
2025
Q4 		$444K Buy
36,506
+21,500
+143% +$262K 0.01% 455
2025
Q3 		$191K Buy
+15,006
New +$189K 0.01% 515
2024
Q4 		– Sell
-17,006
Closed -$252K – 621
2024
Q3 		$252K Buy
+17,006
New +$250K 0.01% 549
2024
Q2 		– Sell
-25,550
Closed -$389K – 524
2024
Q1 		$389K Hold
25,550
– – 0.02% 386
2023
Q4 		$428K Hold
25,550
– – 0.03% 338
2023
Q3 		$395K Hold
25,550
– – 0.03% 344
2023
Q2 		$373K Sell
25,550
-1,500
-6% -$18.2K 0.03% 323
2023
Q1 		$282K Sell
27,050
-16,450
-38% -$179K 0.02% 374
2022
Q4 		$475K Buy
+43,500
New +$525K 0.05% 267

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return