EverSource Wealth Advisors’s Vale VALE Stock Holding History

EverSource Wealth 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
2026 Q1	$141K	Sell	8,853 -314	-3%	-$4.9K	﹤0.01%	1242
2025 Q4	$119K	Sell	9,167 -440	-5%	-$5.34K	﹤0.01%	1217
2025 Q3	$104K	Sell	9,607 -1,093	-10%	-$11.2K	﹤0.01%	1258
2025 Q2	$104K	Buy	10,700 +3,200	+43%	+$30.1K	﹤0.01%	1184
2025 Q1	$74.8K	Sell	7,500 -2,238	-23%	-$21.1K	﹤0.01%	1031
2024 Q4	$86.4K	Buy	9,738 +4,580	+89%	+$46.6K	﹤0.01%	955
2024 Q3	$60.2K	Sell	5,158 -217	-4%	-$2.33K	﹤0.01%	988
2024 Q2	$58.3K	Sell	5,375 -533	-9%	-$6.41K	﹤0.01%	1019
2024 Q1	$71.9K	Sell	5,908 -1,084	-16%	-$14.6K	0.01%	840
2023 Q4	$111K	Sell	6,992 -18	-0.3%	-$258	0.01%	599
2023 Q3	$93.9K	Sell	7,010 -644	-8%	-$8.77K	0.01%	585
2023 Q2	$103K	Sell	7,654 -1,602	-17%	-$22.7K	0.01%	574
2023 Q1	$146K	Sell	9,256 -5,148	-36%	-$87.2K	0.02%	443
2022 Q4	$244K	Sell	14,404 -489	-3%	-$7.35K	0.04%	322
2022 Q3	$198K	Sell	14,893 -2,803	-16%	-$36.9K	0.05%	299
2022 Q2	$259K	Buy	17,696 +6,001	+51%	+$103K	0.07%	231
2022 Q1	$233K	Buy	11,695 +9,987	+585%	+$173K	0.06%	238
2021 Q4	$24K	Buy	+1,708	New	+$22.7K	0.01%	621

Other funds holding VALE

Capital World Investors

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

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