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Crewe Advisors’s Vale VALE Stock Holding History

Crewe 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
Q3 		– Sell
-105
Closed -$1.17K – 986
2024
Q2 		$1.17K Hold
105
– – ﹤0.01% 888
2024
Q1 		$1.28K Buy
+105
New +$1.42K ﹤0.01% 872
2023
Q4 		– Sell
-100
Closed -$1.34K – 690
2023
Q3 		$1.34K Buy
100
+22
+28% +$299 ﹤0.01% 343
2023
Q2 		$1.05K Buy
78
+35
+81% +$496 ﹤0.01% 574
2023
Q1 		$679 Buy
43
+26
+153% +$440 ﹤0.01% 777
2022
Q4 		$288 Buy
+17
New +$256 ﹤0.01% 985
2020
Q4 		– Sell
-482
Closed -$5K – 643
2020
Q3 		$5K Buy
+482
New +$5.41K ﹤0.01% 374

Other funds holding VALE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Crewe Advisors's VALE Position: Q3 2024 in Review

Crewe Advisors sold out of Vale (VALE) in Q3 2024, closing a stake of 105 shares — an estimated $1.17K sold.

Crewe Advisors first reported a position in VALE in Q3 2020 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 510 funds tracked by Wall St. Rank hold VALE as of Q3 2024.

  • Crewe Advisors reported no remaining Vale position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 105 Vale shares in Q3 2024, an estimated $1.17K.
  • Crewe Advisors first reported a position in Vale in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's Vale position peaked at $5K in Q3 2020.
  • 510 funds tracked by Wall St. Rank held Vale as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.