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Spire Wealth Management’s Petrobras PBR Stock Holding History

Spire 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
Q2 		$81.7K Sell
5,057
-1,507
-23% -$29.4K ﹤0.01% 1032
2026
Q1 		$136K Sell
6,564
-471
-7% -$7.53K ﹤0.01% 895
2025
Q4 		$83.4K Buy
7,035
+957
+16% +$11.7K ﹤0.01% 1039
2025
Q3 		$76.9K Buy
6,078
+16
+0.3% +$201 ﹤0.01% 1090
2025
Q2 		$75.8K Buy
6,062
+104
+2% +$1.25K ﹤0.01% 1075
2025
Q1 		$85.4K Sell
5,958
-376
-6% -$5.18K ﹤0.01% 1095
2024
Q4 		$81.5K Sell
6,334
-662
-9% -$9.25K ﹤0.01% 1109
2024
Q3 		$101K Sell
6,996
-1,487
-18% -$21.9K ﹤0.01% 909
2024
Q2 		$123K Sell
8,483
-2,387
-22% -$37.1K ﹤0.01% 841
2024
Q1 		$165K Buy
10,870
+5,603
+106% +$91.2K ﹤0.01% 829
2023
Q4 		$82.9K Sell
5,267
-2,989
-36% -$45.8K ﹤0.01% 1045
2023
Q3 		$124K Buy
8,256
+3,212
+64% +$45.7K ﹤0.01% 873
2023
Q2 		$69.8K Buy
5,044
+1,517
+43% +$18.5K ﹤0.01% 1080
2023
Q1 		$36.8K Buy
3,527
+11
+0.3% +$120 ﹤0.01% 1337
2022
Q4 		$37K Sell
3,516
-992
-22% -$12K ﹤0.01% 1100
2022
Q3 		$56K Sell
4,508
-11,305
-71% -$150K ﹤0.01% 913
2022
Q2 		$185K Sell
15,813
-230
-1% -$3.18K 0.01% 798
2022
Q1 		$237K Buy
16,043
+7,026
+78% +$94.2K 0.01% 819
2021
Q4 		$99K Buy
9,017
+1,288
+17% +$13.6K ﹤0.01% 1410
2021
Q3 		$80K Buy
7,729
+6
+0.1% +$64 ﹤0.01% 1278
2021
Q2 		$94K Buy
7,723
+4
+0.1% +$39 ﹤0.01% 1200
2021
Q1 		$65K Buy
+7,719
New +$73.7K ﹤0.01% 1592

Other funds holding PBR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $1.52B AUM 34.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return