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Householder Group Estate & Retirement Specialist’s Vale VALE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-300
Closed -$3K – 1187
2024
Q3 		$3K Hold
300
– – ﹤0.01% 1010
2024
Q2 		$3K Hold
300
– – ﹤0.01% 1038
2024
Q1 		$3.66K Hold
300
– – ﹤0.01% 974
2023
Q4 		$4K Hold
300
– – ﹤0.01% 925
2023
Q3 		$4.02K Buy
+300
New +$4.08K ﹤0.01% 977
2023
Q1 		$5K Hold
300
– – ﹤0.01% 973
2022
Q4 		$5K Hold
300
– – 0.01% 279
2022
Q3 		$3K Buy
+300
New +$3.95K ﹤0.01% 939

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VALE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vale (VALE) in Q4 2024, closing a stake of 300 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in VALE in Q3 2022 and held it in 8 quarters. The position peaked at $5K in Q1 2023. 498 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 300 Vale shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Vale in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Vale position peaked at $5K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.