Vanguard Capital Wealth Advisors
PBR icon

Vanguard Capital Wealth Advisors’s Petrobras PBR Stock Holding History

Vanguard Capital 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
2023
Q1 		– Sell
-73,624
Closed -$784K – 130
2022
Q4 		$784K Sell
73,624
-23,381
-24% -$282K 0.91% 25
2022
Q3 		$1.2M Buy
97,005
+79,996
+470% +$1.06M 1.45% 13
2022
Q2 		$198K Buy
17,009
+5,353
+46% +$74.1K 0.22% 99
2022
Q1 		$172K Sell
11,656
-2,095
-15% -$28.1K 0.12% 137
2021
Q4 		$150K Buy
13,751
+2,161
+19% +$22.8K 0.11% 138
2021
Q3 		$120K Sell
11,590
-11,585
-50% -$123K 0.08% 149
2021
Q2 		$283K Buy
+23,175
New +$228K 0.21% 110

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Vanguard Capital Wealth Advisors's PBR Position: Q1 2023 in Review

Vanguard Capital Wealth Advisors sold out of Petrobras (PBR) in Q1 2023, closing a stake of 73,624 shares — an estimated $784K sold.

Vanguard Capital Wealth Advisors first reported a position in PBR in Q2 2021 and held it in 7 quarters. The position peaked at $1.2M in Q3 2022. 416 funds tracked by Wall St. Rank hold PBR as of Q1 2023.

  • Vanguard Capital Wealth Advisors reported no remaining Petrobras position as of Q1 2023 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 73,624 Petrobras shares in Q1 2023, an estimated $784K.
  • Vanguard Capital Wealth Advisors first reported a position in Petrobras in Q2 2021 and held it in 7 quarters.
  • Vanguard Capital Wealth Advisors's Petrobras position peaked at $1.2M in Q3 2022.
  • 416 funds tracked by Wall St. Rank held Petrobras as of Q1 2023.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.