Curi Wealth Management’s Vale VALE Stock Holding History

Curi Wealth Management’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
2022 Q3	–	Sell	-220	Closed	-$3K	–	666
2022 Q2	$3K	Buy	+220	New	+$3.76K	﹤0.01%	503

Other funds holding VALE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Curi Wealth Management's VALE Position: Q3 2022 in Review

Curi Wealth Management sold out of Vale (VALE) in Q3 2022, closing a stake of 220 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in VALE in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 464 funds tracked by Wall St. Rank hold VALE as of Q3 2022.

Curi Wealth Management reported no remaining Vale position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 220 Vale shares in Q3 2022, an estimated $3K.
Curi Wealth Management first reported a position in Vale in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Vale position peaked at $3K in Q2 2022.
464 funds tracked by Wall St. Rank held Vale as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.