CWP
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Capital Wealth Planning’s Vale VALE Stock Holding History

Capital Wealth Planning’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
-38,669
Closed -$613K – 166
2023
Q4 		$613K Buy
38,669
+20,112
+108% +$288K 0.01% 106
2023
Q3 		$249K Sell
18,557
-1,196
-6% -$16.3K ﹤0.01% 131
2023
Q2 		$265K Buy
19,753
+2,294
+13% +$32.5K ﹤0.01% 118
2023
Q1 		$276K Buy
+17,459
New +$296K ﹤0.01% 121

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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 $5.7T 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return