CWA
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Clearview Wealth Advisors’s Vale VALE Stock Holding History

Clearview 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
2023
Q3 		– Sell
-1,395
Closed -$18.7K – 620
2023
Q2 		$18.7K Buy
1,395
+764
+121% +$10.8K 0.02% 283
2023
Q1 		$9.97K Buy
631
+15
+2% +$254 0.01% 370
2022
Q4 		$10.5K Hold
616
– – 0.01% 325
2022
Q3 		$8K Buy
616
+28
+5% +$368 0.01% 367
2022
Q2 		$9K Hold
588
– – 0.01% 373
2022
Q1 		$12K Buy
588
+21
+4% +$364 0.01% 360
2021
Q4 		$8K Buy
567
+51
+10% +$678 ﹤0.01% 448
2021
Q3 		$7K Buy
516
+10
+2% +$196 ﹤0.01% 472
2021
Q2 		$12K Hold
506
– – 0.01% 395
2021
Q1 		$9K Buy
506
+21
+4% +$367 0.01% 426
2020
Q4 		$8K Buy
+485
New +$6.46K 0.01% 409

Other funds holding VALE

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $761B 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return