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Gladstone Institutional Advisory’s Vale VALE Stock Holding History

Gladstone Institutional Advisory’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
2023
Q2 		– Sell
-10,169
Closed -$160K – 713
2023
Q1 		$160K Sell
10,169
-471
-4% -$7.98K 0.01% 619
2022
Q4 		$181K Buy
+10,640
New +$160K 0.01% 609

Other funds holding VALE

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's VALE Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Vale (VALE) in Q2 2023, closing a stake of 10,169 shares — an estimated $160K sold.

Gladstone Institutional Advisory first reported a position in VALE in Q4 2022 and held it in 2 quarters. The position peaked at $181K in Q4 2022. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,169 Vale shares in Q2 2023, an estimated $160K.
  • Gladstone Institutional Advisory first reported a position in Vale in Q4 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Vale position peaked at $181K in Q4 2022.
  • 465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.