BRWA
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B. Riley Wealth Advisors’s Vale VALE Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-10,956
Closed -$174K – 1528
2023
Q4 		$174K Buy
+10,956
New +$157K ﹤0.01% 1281
2021
Q3 		– Sell
-9,630
Closed -$220K – 1475
2021
Q2 		$220K Buy
+9,630
New +$201K 0.01% 1171
2019
Q1 		– Sell
-19,243
Closed -$254K – 777
2018
Q4 		$254K Buy
+19,243
New +$275K 0.04% 496
2015
Q1 		– Sell
-9,605
Closed -$79 – 1928
2014
Q4 		$79 Buy
+9,605
New +$89.9K ﹤0.01% 1848
2014
Q2 		– Sell
-10,900
Closed -$151K – 2463
2014
Q1 		$151K Buy
10,900
+2,569
+31% +$35.1K 0.05% 481
2013
Q4 		$127K Sell
8,331
-976
-10% -$15.2K 0.04% 484
2013
Q3 		$145K Buy
+9,307
New +$138K 0.05% 435

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return