GeoWealth Management’s Vale VALE Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-2,949	Closed	-$26.2K	–	1761
2024 Q4	$26.2K	Buy	2,949 +464	+19%	+$4.72K	﹤0.01%	1322
2024 Q3	$29K	Buy	+2,485	New	+$26.6K	﹤0.01%	1214

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GeoWealth Management's VALE Position: Q1 2025 in Review

GeoWealth Management sold out of Vale (VALE) in Q1 2025, closing a stake of 2,949 shares — an estimated $26.2K sold.

GeoWealth Management first reported a position in VALE in Q3 2024 and held it in 2 quarters. The position peaked at $29K in Q3 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

GeoWealth Management reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 2,949 Vale shares in Q1 2025, an estimated $26.2K.
GeoWealth Management first reported a position in Vale in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Vale position peaked at $29K in Q3 2024.
491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.