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Sowell Financial Services’s Petrobras PBR Stock Holding History

Sowell Financial Services’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
2024
Q2 		– Sell
-13,907
Closed -$212K – 556
2024
Q1 		$212K Buy
+13,907
New +$226K 0.01% 541
2020
Q1 		– Sell
-364
Closed -$6K – 2621
2019
Q4 		$6K Buy
+364
New +$5.56K ﹤0.01% 1851
2017
Q1 		– Sell
-2,930
Closed -$32K – 489
2016
Q4 		$32K Buy
+2,930
New +$31.3K 0.01% 381

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sowell Financial Services's PBR Position: Q2 2024 in Review

Sowell Financial Services sold out of Petrobras (PBR) in Q2 2024, closing a stake of 13,907 shares — an estimated $212K sold.

Sowell Financial Services first reported a position in PBR in Q4 2016 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 486 funds tracked by Wall St. Rank hold PBR as of Q2 2024.

  • Sowell Financial Services reported no remaining Petrobras position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 13,907 Petrobras shares in Q2 2024, an estimated $212K.
  • Sowell Financial Services first reported a position in Petrobras in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's Petrobras position peaked at $212K in Q1 2024.
  • 486 funds tracked by Wall St. Rank held Petrobras as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.