Winch Advisory Services’s Petrobras PBR Stock Holding History

Winch Advisory Services’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	-49	Closed	-$630	–	531
2024 Q4	$630	Buy	+49	New	+$684	﹤0.01%	498

Other funds holding PBR

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Winch Advisory Services's PBR Position: Q1 2025 in Review

Winch Advisory Services sold out of Petrobras (PBR) in Q1 2025, closing a stake of 49 shares — an estimated $630 sold.

Winch Advisory Services first reported a position in PBR in Q4 2024 and held it in 1 quarter. The position peaked at $630 in Q4 2024. 475 funds tracked by Wall St. Rank hold PBR as of Q1 2025.

Winch Advisory Services reported no remaining Petrobras position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 49 Petrobras shares in Q1 2025, an estimated $630.
Winch Advisory Services first reported a position in Petrobras in Q4 2024 and held it in 1 quarter.
Winch Advisory Services's Petrobras position peaked at $630 in Q4 2024.
475 funds tracked by Wall St. Rank held Petrobras as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.