IAA
VALE icon

Independent Advisor Alliance’s Vale VALE Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-10,862
Closed -$105K – 983
2025
Q2 		$105K Buy
+10,862
New +$102K ﹤0.01% 862
2024
Q2 		– Sell
-159,675
Closed -$1.95M – 749
2024
Q1 		$1.95M Buy
159,675
+4,692
+3% +$63.3K 0.07% 222
2023
Q4 		$2.46M Buy
154,983
+5,562
+4% +$79.7K 0.09% 184
2023
Q3 		$2M Buy
149,421
+3,325
+2% +$45.3K 0.09% 194
2023
Q2 		$1.96M Buy
146,096
+16,609
+13% +$235K 0.09% 194
2023
Q1 		$2.04M Buy
129,487
+4,192
+3% +$71K 0.1% 186
2022
Q4 		$2.13K Buy
125,295
+112,893
+910% +$1.7M ﹤0.01% 247
2022
Q3 		$165K Sell
12,402
-1,775
-13% -$23.4K 0.01% 587
2022
Q2 		$207K Buy
14,177
+1,900
+15% +$32.5K 0.01% 568
2022
Q1 		$245K Buy
+12,277
New +$213K 0.01% 551
2019
Q3 		– Sell
-16,134
Closed -$217K – 486
2019
Q2 		$217K Hold
16,134
– – 0.03% 362
2019
Q1 		$211K Buy
+16,134
New +$209K 0.03% 398
2018
Q4 		– Sell
-17,221
Closed -$259K – 465
2018
Q3 		$259K Hold
17,221
– – 0.06% 287
2018
Q2 		$221K Buy
+17,221
New +$235K 0.05% 300

Other funds holding VALE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return