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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 $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return