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Wealth Preservation Advisors’s Petrobras PBR Stock Holding History

Wealth Preservation 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
2025
Q2 		– Sell
-2,391
Closed -$34.3K – 616
2025
Q1 		$34.3K Buy
+2,391
New +$33K 0.02% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Preservation Advisors's PBR Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Petrobras (PBR) in Q2 2025, closing a stake of 2,391 shares — an estimated $34.3K sold.

Wealth Preservation Advisors first reported a position in PBR in Q1 2025 and held it in 1 quarter. The position peaked at $34.3K in Q1 2025. 483 funds tracked by Wall St. Rank hold PBR as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Petrobras position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2,391 Petrobras shares in Q2 2025, an estimated $34.3K.
  • Wealth Preservation Advisors first reported a position in Petrobras in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Petrobras position peaked at $34.3K in Q1 2025.
  • 483 funds tracked by Wall St. Rank held Petrobras as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.