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Clearstead Advisors’s Vale VALE Stock Holding History

Clearstead 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
2026
Q1 		$77K Buy
4,837
+4,137
+591% +$64.6K ﹤0.01% 1203
2025
Q4 		$9.12K Buy
+700
New +$8.5K ﹤0.01% 1899
2024
Q2 		– Sell
-173
Closed -$2.17K – 2074
2024
Q1 		$2.17K Sell
173
-490
-74% -$6.62K ﹤0.01% 1295
2023
Q4 		$10.5K Sell
663
-317
-32% -$4.54K ﹤0.01% 1052
2023
Q3 		$13.1K Buy
980
+490
+100% +$6.67K ﹤0.01% 1081
2023
Q2 		$6.58K Hold
490
– – ﹤0.01% 1022
2023
Q1 		$7.73K Hold
490
– – ﹤0.01% 981
2022
Q4 		$8.31K Hold
490
– – ﹤0.01% 928
2022
Q3 		$7K Hold
490
– – ﹤0.01% 944
2022
Q2 		$7K Hold
490
– – ﹤0.01% 971
2022
Q1 		$10K Hold
490
– – ﹤0.01% 990
2021
Q4 		$7K Hold
490
– – ﹤0.01% 965
2021
Q3 		$7K Hold
490
– – ﹤0.01% 991
2021
Q2 		$11K Hold
490
– – ﹤0.01% 791
2021
Q1 		$9K Hold
490
– – ﹤0.01% 805
2020
Q4 		$8K Buy
+490
New +$6.53K ﹤0.01% 759

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 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