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Dynamic Advisor Solutions’s Vale VALE Stock Holding History

Dynamic Advisor Solutions’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
Q1 		– Sell
-15,108
Closed -$231K – 967
2023
Q4 		$231K Buy
15,108
+1,883
+14% +$27K 0.01% 793
2023
Q3 		$177K Buy
+13,225
New +$180K 0.01% 789
2021
Q2 		– Sell
-12,473
Closed -$217K – 816
2021
Q1 		$217K Buy
+12,473
New +$218K 0.02% 592

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dynamic Advisor Solutions's VALE Position: Q1 2024 in Review

Dynamic Advisor Solutions sold out of Vale (VALE) in Q1 2024, closing a stake of 15,108 shares — an estimated $231K sold.

Dynamic Advisor Solutions first reported a position in VALE in Q1 2021 and held it in 3 quarters. The position peaked at $231K in Q4 2023. 521 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

  • Dynamic Advisor Solutions reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 15,108 Vale shares in Q1 2024, an estimated $231K.
  • Dynamic Advisor Solutions first reported a position in Vale in Q1 2021 and held it in 3 quarters.
  • Dynamic Advisor Solutions's Vale position peaked at $231K in Q4 2023.
  • 521 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2024, filed 12 Apr 2024.