Avior Wealth Management’s Vale VALE Stock Holding History

Avior 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
2025 Q1	–	Sell	-593	Closed	-$5.27K	–	2265
2024 Q4	$5.27K	Sell	593 -67	-10%	-$682	﹤0.01%	1839
2024 Q3	$7.72K	Hold	660	–	–	﹤0.01%	1631
2024 Q2	$7.37K	Sell	660 -1,266	-66%	-$15.2K	﹤0.01%	1599
2024 Q1	$23.5K	Buy	1,926 +1,811	+1,575%	+$24.4K	﹤0.01%	1533
2023 Q4	$1.82K	Hold	115	–	–	﹤0.01%	1312
2023 Q3	$1.54K	Hold	115	–	–	﹤0.01%	1408
2023 Q2	$1.54K	Buy	115 +9	+8%	+$127	﹤0.01%	1376
2023 Q1	$1.67K	Buy	106 +14	+15%	+$237	﹤0.01%	1412
2022 Q4	$1.56K	Sell	92 -55	-37%	-$827	﹤0.01%	1073
2022 Q3	$1K	Buy	147 +50	+52%	+$658	﹤0.01%	1112
2022 Q2	$1K	Sell	97 -14	-13%	-$239	﹤0.01%	1027
2022 Q1	$2K	Hold	111	–	–	﹤0.01%	999
2021 Q4	$1K	Hold	111	–	–	﹤0.01%	1059
2021 Q3	$1K	Hold	111	–	–	﹤0.01%	1031
2021 Q2	$2K	Hold	111	–	–	﹤0.01%	919
2021 Q1	$1K	Hold	111	–	–	﹤0.01%	985
2020 Q4	$1K	Buy	111 +11	+11%	+$147	﹤0.01%	950
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	894
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	868
2020 Q1	$0	Hold	100	–	–	﹤0.01%	897
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	770
2019 Q3	$1K	Hold	100	–	–	﹤0.01%	758
2019 Q2	$1K	Buy	+100	New	+$1.28K	﹤0.01%	816

Other funds holding VALE

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's VALE Position: Q1 2025 in Review

Avior Wealth Management sold out of Vale (VALE) in Q1 2025, closing a stake of 593 shares — an estimated $5.27K sold.

Avior Wealth Management first reported a position in VALE in Q2 2019 and held it in 23 quarters. The position peaked at $23.5K in Q1 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Avior Wealth Management reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 593 Vale shares in Q1 2025, an estimated $5.27K.
Avior Wealth Management first reported a position in Vale in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's Vale position peaked at $23.5K in Q1 2024.
491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.