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SteelPeak Wealth’s Petrobras PBR Stock Holding History

SteelPeak Wealth’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
-42,100
Closed -$640K – 592
2024
Q1 		$640K Hold
42,100
– – 0.03% 269
2023
Q4 		$686K Hold
42,100
– – 0.04% 250
2023
Q3 		$635K Hold
42,100
– – 0.04% 225
2023
Q2 		$587K Hold
42,100
– – 0.03% 226
2023
Q1 		$439K Hold
42,100
– – 0.03% 256
2022
Q4 		$476K Hold
42,100
– – 0.03% 253
2022
Q3 		$520K Buy
42,100
+900
+2% +$11.9K 0.04% 239
2022
Q2 		$481K Buy
+41,200
New +$570K 0.03% 257

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

SteelPeak Wealth's PBR Position: Q2 2024 in Review

SteelPeak Wealth sold out of Petrobras (PBR) in Q2 2024, closing a stake of 42,100 shares — an estimated $640K sold.

SteelPeak Wealth first reported a position in PBR in Q2 2022 and held it in 8 quarters. The position peaked at $686K in Q4 2023. 486 funds tracked by Wall St. Rank hold PBR as of Q2 2024.

  • SteelPeak Wealth reported no remaining Petrobras position as of Q2 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 42,100 Petrobras shares in Q2 2024, an estimated $640K.
  • SteelPeak Wealth first reported a position in Petrobras in Q2 2022 and held it in 8 quarters.
  • SteelPeak Wealth's Petrobras position peaked at $686K in Q4 2023.
  • 486 funds tracked by Wall St. Rank held Petrobras as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.