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Axxcess Wealth Management’s Vale VALE Stock Holding History

Axxcess 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
Q4 		– Sell
-22,187
Closed -$259K – 935
2024
Q3 		$259K Buy
+22,187
New +$238K 0.01% 741
2024
Q2 		– Sell
-30,940
Closed -$377K – 949
2024
Q1 		$377K Sell
30,940
-29,207
-49% -$394K 0.01% 605
2023
Q4 		$954K Buy
60,147
+48,107
+400% +$690K 0.03% 369
2023
Q3 		$161K Buy
+12,040
New +$164K 0.01% 753
2022
Q2 		– Sell
-48,138
Closed -$962K – 673
2022
Q1 		$962K Buy
+48,138
New +$833K 0.08% 226

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Axxcess Wealth Management's VALE Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Vale (VALE) in Q4 2024, closing a stake of 22,187 shares — an estimated $259K sold.

Axxcess Wealth Management first reported a position in VALE in Q1 2022 and held it in 5 quarters. The position peaked at $962K in Q1 2022. 500 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 22,187 Vale shares in Q4 2024, an estimated $259K.
  • Axxcess Wealth Management first reported a position in Vale in Q1 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's Vale position peaked at $962K in Q1 2022.
  • 500 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.