Carolina Wealth Advisors’s Vale VALE Stock Holding History

Carolina Wealth Advisors’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
2022 Q3	–	Sell	-214	Closed	-$3K	–	279
2022 Q2	$3K	Hold	214	–	–	﹤0.01%	228
2022 Q1	$4K	Hold	214	–	–	﹤0.01%	226
2021 Q4	$3K	Hold	214	–	–	﹤0.01%	242
2021 Q3	$3K	Hold	214	–	–	﹤0.01%	234
2021 Q2	$5K	Hold	214	–	–	﹤0.01%	223
2021 Q1	$4K	Hold	214	–	–	﹤0.01%	260
2020 Q4	$4K	Hold	214	–	–	﹤0.01%	193
2020 Q3	$2K	Hold	214	–	–	﹤0.01%	202
2020 Q2	$2K	Hold	214	–	–	﹤0.01%	157
2020 Q1	$2K	Hold	214	–	–	﹤0.01%	156
2019 Q4	$3K	Buy	+214	New	+$2.57K	﹤0.01%	166

Other funds holding VALE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Carolina Wealth Advisors's VALE Position: Q3 2022 in Review

Carolina Wealth Advisors sold out of Vale (VALE) in Q3 2022, closing a stake of 214 shares — an estimated $3K sold.

Carolina Wealth Advisors first reported a position in VALE in Q4 2019 and held it in 11 quarters. The position peaked at $5K in Q2 2021. 464 funds tracked by Wall St. Rank hold VALE as of Q3 2022.

Carolina Wealth Advisors reported no remaining Vale position as of Q3 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 214 Vale shares in Q3 2022, an estimated $3K.
Carolina Wealth Advisors first reported a position in Vale in Q4 2019 and held it in 11 quarters.
Carolina Wealth Advisors's Vale position peaked at $5K in Q2 2021.
464 funds tracked by Wall St. Rank held Vale as of Q3 2022.

Based on Carolina Wealth Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.