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True Wealth Design’s Petrobras PBR Stock Holding History

True Wealth Design’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
Q1 		$11.7K Buy
563
+44
+8% +$704 ﹤0.01% 930
2025
Q4 		$6.15K Buy
519
+152
+41% +$1.85K ﹤0.01% 1007
2025
Q3 		$4.65K Buy
367
+212
+137% +$2.66K ﹤0.01% 1105
2025
Q2 		$1.94K Sell
155
-24
-13% -$287 ﹤0.01% 1198
2025
Q1 		$2.57K Buy
179
+15
+9% +$207 ﹤0.01% 922
2024
Q4 		$2.11K Buy
164
+1
+0.6% +$14 ﹤0.01% 719
2024
Q3 		$2.35K Sell
163
-18
-10% -$265 ﹤0.01% 742
2024
Q2 		$2.62K Buy
181
+28
+18% +$436 ﹤0.01% 337
2024
Q1 		$2.33K Buy
153
+71
+87% +$1.16K ﹤0.01% 332
2023
Q4 		$1.31K Buy
82
+1
+1% +$15 ﹤0.01% 333
2023
Q3 		$1.22K Hold
81
– – ﹤0.01% 303
2023
Q2 		$1.12K Hold
81
– – ﹤0.01% 315
2023
Q1 		$845 Hold
81
– – ﹤0.01% 429
2022
Q4 		$863 Buy
+81
New +$978 ﹤0.01% 356

Other funds holding PBR

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return