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Beaird Harris Wealth Management’s Vale VALE Stock Holding History

Beaird Harris 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
2025
Q3 		– Sell
-25
Closed -$243 – 765
2025
Q2 		$243 Buy
+25
New +$235 ﹤0.01% 618
2022
Q4 		– Sell
-489
Closed -$7K – 775
2022
Q3 		$7K Buy
489
+320
+189% +$4.21K ﹤0.01% 319
2022
Q2 		$2K Sell
169
-320
-65% -$5.47K ﹤0.01% 352
2022
Q1 		$10K Buy
+489
New +$8.47K ﹤0.01% 332

Other funds holding VALE

BlackRock
BlackRock New York $5.72T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaird Harris Wealth Management's VALE Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Vale (VALE) in Q3 2025, closing a stake of 25 shares — an estimated $243 sold.

Beaird Harris Wealth Management first reported a position in VALE in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 489 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 25 Vale shares in Q3 2025, an estimated $243.
  • Beaird Harris Wealth Management first reported a position in Vale in Q1 2022 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Vale position peaked at $10K in Q1 2022.
  • 489 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.