BKM Wealth Management’s Vale VALE Stock Holding History

BKM 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 Q1	–	Sell	-400	Closed	-$6.34K	–	534
2023 Q4	$6.34K	Buy	+400	New	+$5.73K	﹤0.01%	498

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

BKM Wealth Management's VALE Position: Q1 2024 in Review

BKM Wealth Management sold out of Vale (VALE) in Q1 2024, closing a stake of 400 shares — an estimated $6.34K sold.

BKM Wealth Management first reported a position in VALE in Q4 2023 and held it in 1 quarter. The position peaked at $6.34K in Q4 2023. 521 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

BKM Wealth Management reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 400 Vale shares in Q1 2024, an estimated $6.34K.
BKM Wealth Management first reported a position in Vale in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Vale position peaked at $6.34K in Q4 2023.
521 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.