EWA
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Evolution Wealth Advisors’s Vale VALE Stock Holding History

Evolution 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
2021
Q4 		– Sell
-3,409
Closed -$48K – 607
2021
Q3 		$48K Sell
3,409
-1,365
-29% -$26.8K 0.01% 220
2021
Q2 		$109K Buy
4,774
+1,365
+40% +$28.5K 0.02% 158
2021
Q1 		$59K Hold
3,409
– – 0.01% 180
2020
Q4 		$57K Hold
3,409
– – 0.01% 174
2020
Q3 		$36K Buy
+3,409
New +$38.3K 0.01% 211

Other funds holding VALE

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's VALE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Vale (VALE) in Q4 2021, closing a stake of 3,409 shares — an estimated $48K sold.

Evolution Wealth Advisors first reported a position in VALE in Q3 2020 and held it in 5 quarters. The position peaked at $109K in Q2 2021. 431 funds tracked by Wall St. Rank hold VALE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Vale position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,409 Vale shares in Q4 2021, an estimated $48K.
  • Evolution Wealth Advisors first reported a position in Vale in Q3 2020 and held it in 5 quarters.
  • Evolution Wealth Advisors's Vale position peaked at $109K in Q2 2021.
  • 431 funds tracked by Wall St. Rank held Vale as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.