TCI Wealth Advisors’s Petrobras PBR Stock Holding History

TCI Wealth Advisors’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 Q4	–	Sell	-15,000	Closed	-$155K	–	2460
2021 Q3	$155K	Buy	+15,000	New	+$160K	0.02%	221
2020 Q3	–	Sell	-100	Closed	-$1K	–	1629
2020 Q2	$1K	Buy	+100	New	+$725	﹤0.01%	1313
2018 Q4	–	Sell	-25,000	Closed	-$302K	–	1591
2018 Q3	$302K	Buy	25,000 +10,000	+67%	+$111K	0.13%	119
2018 Q2	$150K	Hold	15,000	–	–	0.07%	174
2018 Q1	$212K	Hold	15,000	–	–	0.1%	138
2017 Q4	$154K	Sell	15,000 -5,000	-25%	-$51.1K	0.07%	184
2017 Q3	$201K	Hold	20,000	–	–	0.1%	135
2017 Q2	$160K	Hold	20,000	–	–	0.08%	157
2017 Q1	$194K	Hold	20,000	–	–	0.1%	132
2016 Q4	$202K	Hold	20,000	–	–	0.11%	136
2016 Q3	$187K	Hold	20,000	–	–	0.1%	136
2016 Q2	$143K	Sell	20,000 -88	-0.4%	-$582	0.08%	161
2016 Q1	$117K	Buy	20,088 +88	+0.4%	+$355	0.06%	185
2015 Q4	$86K	Sell	20,000 -1,000	-5%	-$4.87K	0.05%	226
2015 Q3	$91K	Buy	21,000 +3,500	+20%	+$21.4K	0.05%	206
2015 Q2	$158K	Hold	17,500	–	–	0.09%	152
2015 Q1	$105K	Buy	17,500 +2,500	+17%	+$15.9K	0.07%	168
2014 Q4	$110K	Buy	15,000 +14,775	+6,567%	+$159K	0.07%	168
2014 Q3	$3K	Buy	+225	New	+$3.77K	﹤0.01%	670

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's PBR Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Petrobras (PBR) in Q4 2021, closing a stake of 15,000 shares — an estimated $155K sold.

TCI Wealth Advisors first reported a position in PBR in Q3 2014 and held it in 19 quarters. The position peaked at $302K in Q3 2018. 313 funds tracked by Wall St. Rank hold PBR as of Q4 2021.

TCI Wealth Advisors reported no remaining Petrobras position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 15,000 Petrobras shares in Q4 2021, an estimated $155K.
TCI Wealth Advisors first reported a position in Petrobras in Q3 2014 and held it in 19 quarters.
TCI Wealth Advisors's Petrobras position peaked at $302K in Q3 2018.
313 funds tracked by Wall St. Rank held Petrobras as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.