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Soltis Investment Advisors’s Petrobras PBR Stock Holding History

Soltis 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
2022
Q2 		– Sell
-10,818
Closed -$160K – 259
2022
Q1 		$160K Sell
10,818
-150,337
-93% -$2.01M 0.02% 246
2021
Q4 		$1.77M Buy
161,155
+32,126
+25% +$339K 0.25% 93
2021
Q3 		$1.33M Buy
129,029
+38,230
+42% +$407K 0.21% 101
2021
Q2 		$1.11M Buy
+90,799
New +$892K 0.18% 110

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Soltis Investment Advisors's PBR Position: Q2 2022 in Review

Soltis Investment Advisors sold out of Petrobras (PBR) in Q2 2022, closing a stake of 10,818 shares — an estimated $160K sold.

Soltis Investment Advisors first reported a position in PBR in Q2 2021 and held it in 4 quarters. The position peaked at $1.77M in Q4 2021. 391 funds tracked by Wall St. Rank hold PBR as of Q2 2022.

  • Soltis Investment Advisors reported no remaining Petrobras position as of Q2 2022 after selling out during the quarter.
  • Soltis Investment Advisors sold 10,818 Petrobras shares in Q2 2022, an estimated $160K.
  • Soltis Investment Advisors first reported a position in Petrobras in Q2 2021 and held it in 4 quarters.
  • Soltis Investment Advisors's Petrobras position peaked at $1.77M in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Petrobras as of Q2 2022.

Based on Soltis Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.