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Synergy Asset Management’s Petrobras PBR Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-3,109
Closed -$44.8K – 613
2024
Q4 		$44.8K Buy
+3,109
New +$43.4K ﹤0.01% 286
2024
Q3 		– Sell
-14,058
Closed -$204K – 167
2024
Q2 		$204K Buy
+14,058
New +$219K 0.03% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 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

Synergy Asset Management's PBR Position: Q1 2025 in Review

Synergy Asset Management sold out of Petrobras (PBR) in Q1 2025, closing a stake of 3,109 shares — an estimated $44.8K sold.

Synergy Asset Management first reported a position in PBR in Q2 2024 and held it in 2 quarters. The position peaked at $204K in Q2 2024. 475 funds tracked by Wall St. Rank hold PBR as of Q1 2025.

  • Synergy Asset Management reported no remaining Petrobras position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3,109 Petrobras shares in Q1 2025, an estimated $44.8K.
  • Synergy Asset Management first reported a position in Petrobras in Q2 2024 and held it in 2 quarters.
  • Synergy Asset Management's Petrobras position peaked at $204K in Q2 2024.
  • 475 funds tracked by Wall St. Rank held Petrobras as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.