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Valeo Financial Advisors’s Petrobras PBR Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-217
Closed -$2K – 1797
2020
Q3 		$2K Buy
+217
New +$1.84K ﹤0.01% 1421
2018
Q4 		– Sell
-500
Closed -$8K – 1663
2018
Q3 		$8K Hold
500
– – ﹤0.01% 1047
2018
Q2 		$6K Hold
500
– – ﹤0.01% 1093
2018
Q1 		$7K Hold
500
– – ﹤0.01% 1035
2017
Q4 		$5K Buy
+500
New +$5.11K ﹤0.01% 1020

Other funds holding PBR

AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valeo Financial Advisors's PBR Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Petrobras (PBR) in Q4 2020, closing a stake of 217 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in PBR in Q4 2017 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 294 funds tracked by Wall St. Rank hold PBR as of Q4 2020.

  • Valeo Financial Advisors reported no remaining Petrobras position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 217 Petrobras shares in Q4 2020, an estimated $2K.
  • Valeo Financial Advisors first reported a position in Petrobras in Q4 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Petrobras position peaked at $8K in Q3 2018.
  • 294 funds tracked by Wall St. Rank held Petrobras as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.