BDO Wealth Advisors’s Vale VALE Stock Holding History

BDO 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
2023 Q2	$134K	Hold	10,000	–	–	0.02%	301
2023 Q1	$158K	Hold	10,000	–	–	0.02%	271
2022 Q4	$170K	Hold	10,000	–	–	0.02%	277
2022 Q3	$133K	Hold	10,000	–	–	0.02%	297
2022 Q2	$146K	Buy	+10,000	New	+$171K	0.02%	289
2018 Q2	–	Sell	-200	Closed	-$3K	–	686
2018 Q1	$3K	Buy	+200	New	+$2.63K	﹤0.01%	484

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's VALE Position: Q2 2023 in Review

BDO Wealth Advisors held its Vale (VALE) position steady in Q2 2023 at 10,000 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #301.

BDO Wealth Advisors first reported a position in VALE in Q1 2018 and has held it in 6 quarters since. The position peaked at $170K in Q4 2022. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

BDO Wealth Advisors held 10,000 shares of Vale worth $134K as of Q2 2023.
BDO Wealth Advisors left its Vale share count unchanged in Q2 2023.
Vale made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #301 holding.
BDO Wealth Advisors first reported a position in Vale in Q1 2018 and has held it in 6 quarters since.
BDO Wealth Advisors's Vale position peaked at $170K in Q4 2022.
465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.