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BOK Financial Private Wealth’s Vale VALE Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-149
Closed -$2.35K – 462
2023
Q1 		$2.35K Buy
+149
New +$2.52K ﹤0.01% 413

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BOK Financial Private Wealth's VALE Position: Q2 2023 in Review

BOK Financial Private Wealth sold out of Vale (VALE) in Q2 2023, closing a stake of 149 shares — an estimated $2.35K sold.

BOK Financial Private Wealth first reported a position in VALE in Q1 2023 and held it in 1 quarter. The position peaked at $2.35K in Q1 2023. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • BOK Financial Private Wealth reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 149 Vale shares in Q2 2023, an estimated $2.35K.
  • BOK Financial Private Wealth first reported a position in Vale in Q1 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's Vale position peaked at $2.35K in Q1 2023.
  • 465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on BOK Financial Private Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.