SWM
PBR icon

Sugarloaf Wealth Management’s Petrobras PBR Stock Holding History

Sugarloaf 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
2021
Q1 		– Sell
-106
Closed -$1K – 774
2020
Q4 		$1K Hold
106
– – ﹤0.01% 690
2020
Q3 		$1K Hold
106
– – ﹤0.01% 647
2020
Q2 		$1K Hold
106
– – ﹤0.01% 647
2020
Q1 		$1K Hold
106
– – ﹤0.01% 659
2019
Q4 		$2K Buy
+106
New +$1.62K ﹤0.01% 641

Other funds holding PBR

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sugarloaf Wealth Management's PBR Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Petrobras (PBR) in Q1 2021, closing a stake of 106 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in PBR in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 300 funds tracked by Wall St. Rank hold PBR as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining Petrobras position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 106 Petrobras shares in Q1 2021, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Petrobras in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Petrobras position peaked at $2K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Petrobras as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.