AWM
VALE icon

AE Wealth Management’s Vale VALE Stock Holding History

AE Wealth Management’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-307,615
Closed -$4.36M – 1955
2023
Q4 		$4.36M Buy
307,615
+20,094
+7% +$288K 0.02% 643
2023
Q3 		$3.85M Sell
287,521
-30,318
-10% -$413K 0.02% 619
2023
Q2 		$4.27M Buy
317,839
+4,532
+1% +$64.2K 0.03% 589
2023
Q1 		$4.94M Buy
313,307
+50,402
+19% +$854K 0.03% 513
2022
Q4 		$4.46M Buy
262,905
+101,691
+63% +$1.53M 0.03% 502
2022
Q3 		$2.15M Buy
161,214
+39,912
+33% +$525K 0.02% 671
2022
Q2 		$1.77M Buy
+121,302
New +$2.07M 0.01% 708
2022
Q1 		– Sell
-21,167
Closed -$297K – 1818
2021
Q4 		$297K Sell
21,167
-7,545
-26% -$100K ﹤0.01% 1452
2021
Q3 		$401K Sell
28,712
-12,718
-31% -$249K ﹤0.01% 1262
2021
Q2 		$945K Sell
41,430
-33,667
-45% -$704K 0.01% 867
2021
Q1 		$1.3M Buy
+75,097
New +$1.31M 0.01% 692

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return