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Financial Advocates Investment Management’s Vale VALE Stock Holding History

Financial Advocates Investment 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
2024
Q1 		– Sell
-10,988
Closed -$174K – 809
2023
Q4 		$174K Sell
10,988
-300
-3% -$4.3K 0.01% 689
2023
Q3 		$151K Sell
11,288
-3,067
-21% -$41.7K 0.01% 667
2023
Q2 		$193K Sell
14,355
-315
-2% -$4.46K 0.01% 653
2023
Q1 		$231K Buy
14,670
+422
+3% +$7.15K 0.02% 635
2022
Q4 		$242K Hold
14,248
– – 0.02% 617
2022
Q3 		$190K Buy
14,248
+1,773
+14% +$23.3K 0.02% 697
2022
Q2 		$183K Buy
+12,475
New +$213K 0.01% 633

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Advocates Investment Management's VALE Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of Vale (VALE) in Q1 2024, closing a stake of 10,988 shares — an estimated $174K sold.

Financial Advocates Investment Management first reported a position in VALE in Q2 2022 and held it in 7 quarters. The position peaked at $242K in Q4 2022. 522 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,988 Vale shares in Q1 2024, an estimated $174K.
  • Financial Advocates Investment Management first reported a position in Vale in Q2 2022 and held it in 7 quarters.
  • Financial Advocates Investment Management's Vale position peaked at $242K in Q4 2022.
  • 522 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.