AWM
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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 – 936
2024
Q3 		$259K Buy
+22,187
New +$238K 0.01% 741
2024
Q2 		– Sell
-30,940
Closed -$377K – 950
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 – 676
2022
Q1 		$962K Buy
+48,138
New +$833K 0.08% 226

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return