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Atria Wealth Solutions’s Vale VALE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$139K Sell
14,279
-10,326
-42% -$97.3K ﹤0.01% 1418
2025
Q1 		$246K Sell
24,605
-2,084
-8% -$19.7K ﹤0.01% 1602
2024
Q4 		$237K Buy
26,689
+12,801
+92% +$130K ﹤0.01% 1706
2024
Q3 		$162K Sell
13,888
-37,234
-73% -$399K ﹤0.01% 1820
2024
Q2 		$571K Sell
51,122
-21,882
-30% -$263K 0.01% 1173
2024
Q1 		$890K Buy
73,004
+25,061
+52% +$338K 0.01% 962
2023
Q4 		$760K Buy
47,943
+15,099
+46% +$216K 0.01% 996
2023
Q3 		$440K Buy
+32,844
New +$447K 0.01% 1188
2023
Q2 		– Sell
-15,164
Closed -$239K – 1993
2023
Q1 		$239K Sell
15,164
-80,930
-84% -$1.37M ﹤0.01% 1557
2022
Q4 		$1.63M Buy
96,094
+7,911
+9% +$119K 0.03% 587
2022
Q3 		$1.17M Sell
88,183
-78,294
-47% -$1.03M 0.02% 664
2022
Q2 		$2.44M Buy
166,477
+66,008
+66% +$1.13M 0.05% 384
2022
Q1 		$2.01M Buy
+100,469
New +$1.74M 0.03% 482

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return