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Aevitas Wealth Management’s Vale VALE Stock Holding History

Aevitas 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
2022
Q4 		$279K Sell
16,461
-3,547
-18% -$53.3K 0.17% 100
2022
Q3 		$267K Buy
20,008
+308
+2% +$4.05K 0.2% 97
2022
Q2 		$288K Buy
+19,700
New +$336K 0.2% 98

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aevitas Wealth Management's VALE Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Vale (VALE) stake by 18% in Q4 2022, selling an estimated $53.3K and leaving 16,461 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #100.

Aevitas Wealth Management first reported a position in VALE in Q2 2022 and has held it in 3 quarters since. The position peaked at $288K in Q2 2022. 488 funds tracked by Wall St. Rank hold VALE as of Q4 2022.

  • Aevitas Wealth Management held 16,461 shares of Vale worth $279K as of Q4 2022.
  • Aevitas Wealth Management sold 3,547 Vale shares in Q4 2022, an estimated $53.3K.
  • Vale made up 0.17% of Aevitas Wealth Management's portfolio in Q4 2022, its #100 holding.
  • Aevitas Wealth Management first reported a position in Vale in Q2 2022 and has held it in 3 quarters since.
  • Aevitas Wealth Management's Vale position peaked at $288K in Q2 2022.
  • 488 funds tracked by Wall St. Rank held Vale as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.