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Venturi Wealth Management’s Petrobras PBR Stock Holding History

Venturi Wealth 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
-329
Closed -$4.23K – 1458
2024
Q4 		$4.23K Buy
+329
New +$4.59K ﹤0.01% 1741

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

Venturi Wealth Management's PBR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Petrobras (PBR) in Q1 2025, closing a stake of 329 shares — an estimated $4.23K sold.

Venturi Wealth Management first reported a position in PBR in Q4 2024 and held it in 1 quarter. The position peaked at $4.23K in Q4 2024. 475 funds tracked by Wall St. Rank hold PBR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Petrobras position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 329 Petrobras shares in Q1 2025, an estimated $4.23K.
  • Venturi Wealth Management first reported a position in Petrobras in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Petrobras position peaked at $4.23K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Petrobras as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.