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Impact Partnership Wealth’s Vale VALE Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-953
Closed -$11.6K – 657
2024
Q1 		$11.6K Hold
953
– – ﹤0.01% 434
2023
Q4 		$15.1K Hold
953
– – 0.01% 446
2023
Q3 		$12.8K Sell
953
-36,740
-97% -$500K ﹤0.01% 551
2023
Q2 		$506K Buy
+37,693
New +$534K 0.18% 71

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Impact Partnership Wealth's VALE Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Vale (VALE) in Q2 2024, closing a stake of 953 shares — an estimated $11.6K sold.

Impact Partnership Wealth first reported a position in VALE in Q2 2023 and held it in 4 quarters. The position peaked at $506K in Q2 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 953 Vale shares in Q2 2024, an estimated $11.6K.
  • Impact Partnership Wealth first reported a position in Vale in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Vale position peaked at $506K in Q2 2023.
  • 517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.