Colonial Trust Advisors’s Vale VALE Stock Holding History

Colonial Trust 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
2024 Q2	–	Sell	-174	Closed	-$2.12K	–	1017
2024 Q1	$2.12K	Buy	+174	New	+$2.35K	﹤0.01%	797

Other funds holding VALE

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Colonial Trust Advisors's VALE Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Vale (VALE) in Q2 2024, closing a stake of 174 shares — an estimated $2.12K sold.

Colonial Trust Advisors first reported a position in VALE in Q1 2024 and held it in 1 quarter. The position peaked at $2.12K in Q1 2024. 515 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

Colonial Trust Advisors reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 174 Vale shares in Q2 2024, an estimated $2.12K.
Colonial Trust Advisors first reported a position in Vale in Q1 2024 and held it in 1 quarter.
Colonial Trust Advisors's Vale position peaked at $2.12K in Q1 2024.
515 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.