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	-$79K	–	1925
2014 Q4	$79K	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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

B. Riley Wealth Advisors's VALE Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Vale (VALE) in Q1 2024, closing a stake of 10,956 shares — an estimated $174K sold.

B. Riley Wealth Advisors first reported a position in VALE in Q3 2013 and held it in 7 quarters. The position peaked at $254K in Q4 2018. 521 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

B. Riley Wealth Advisors reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,956 Vale shares in Q1 2024, an estimated $174K.
B. Riley Wealth Advisors first reported a position in Vale in Q3 2013 and held it in 7 quarters.
B. Riley Wealth Advisors's Vale position peaked at $254K in Q4 2018.
521 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.