Evoke Wealth’s Vale VALE Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-207	Closed	-$3K	–	1102
2022 Q3	$3K	Hold	207	–	–	﹤0.01%	1001
2022 Q2	$3K	Hold	207	–	–	﹤0.01%	1016
2022 Q1	$4K	Sell	207 -3,000	-94%	-$51.9K	﹤0.01%	972
2021 Q4	$45K	Hold	3,207	–	–	﹤0.01%	546
2021 Q3	$49K	Hold	3,207	–	–	﹤0.01%	507
2021 Q2	$75K	Hold	3,207	–	–	﹤0.01%	479
2021 Q1	$56K	Hold	3,207	–	–	﹤0.01%	439
2020 Q4	$54K	Hold	3,207	–	–	﹤0.01%	370
2020 Q3	$35K	Hold	3,207	–	–	﹤0.01%	404
2020 Q2	$33K	Sell	3,207 -133	-4%	-$1.22K	﹤0.01%	401
2020 Q1	$27.7K	Hold	3,340	–	–	﹤0.01%	395
2019 Q4	$44.1K	Hold	3,340	–	–	0.01%	443
2019 Q3	$38.4K	Buy	+3,340	New	+$40.5K	﹤0.01%	515

Other funds holding VALE

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Evoke Wealth's VALE Position: Q4 2022 in Review

Evoke Wealth sold out of Vale (VALE) in Q4 2022, closing a stake of 207 shares — an estimated $3K sold.

Evoke Wealth first reported a position in VALE in Q3 2019 and held it in 13 quarters. The position peaked at $75K in Q2 2021. 488 funds tracked by Wall St. Rank hold VALE as of Q4 2022.

Evoke Wealth reported no remaining Vale position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 207 Vale shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Vale in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Vale position peaked at $75K in Q2 2021.
488 funds tracked by Wall St. Rank held Vale as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.