Burney Company’s Vale VALE Stock Holding History

Burney Company’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
2026 Q2	$2.81M	Buy	186,564 +13,372	+8%	+$218K	0.08%	198
2026 Q1	$2.76M	Buy	+173,192	New	+$2.7M	0.09%	186
2015 Q2	–	Sell	-15,047	Closed	-$85K	–	421
2015 Q1	$85K	Sell	15,047 -5,612	-27%	-$40.7K	0.01%	402
2014 Q4	$169K	Buy	20,659 +167	+0.8%	+$1.56K	0.01%	373
2014 Q3	$226K	Sell	20,492 -500	-2%	-$6.68K	0.02%	373
2014 Q2	$278K	Buy	20,992 +1,247	+6%	+$16.8K	0.02%	360
2014 Q1	$273K	Buy	19,745 +7,665	+63%	+$105K	0.02%	353
2013 Q4	$184K	Sell	12,080 -3,500	-22%	-$54.4K	0.02%	406
2013 Q3	$243K	Sell	15,580 -16,398	-51%	-$243K	0.03%	371
2013 Q2	$421K	Buy	+31,978	New	+$502K	0.05%	280

Other funds holding VALE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return