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	–	2626
2019 Q4	$6K	Buy	+364	New	+$5.56K	﹤0.01%	1851
2017 Q1	–	Sell	-2,930	Closed	-$32K	–	492
2016 Q4	$32K	Buy	+2,930	New	+$31.3K	0.01%	381

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Fidelity Investments

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Bank of America

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Lazard Asset Management

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return