Intercontinental Wealth Advisors’s Vale VALE Stock Holding History

Intercontinental Wealth Advisors’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	$548K	Buy	40,825 +1,954	+5%	+$27.7K	0.13%	175
2023 Q1	$613K	Sell	38,871 -415	-1%	-$7.03K	0.16%	151
2022 Q4	$667K	Buy	39,286 +62	+0.2%	+$932	0.2%	117
2022 Q3	$522K	Sell	39,224 -5,659	-13%	-$74.4K	0.16%	143
2022 Q2	$657K	Sell	44,883 -991	-2%	-$16.9K	0.18%	118
2022 Q1	$917K	Buy	45,874 +1,065	+2%	+$18.4K	0.21%	96
2021 Q4	$628K	Buy	44,809 +10,238	+30%	+$136K	0.13%	157
2021 Q3	$482K	Buy	34,571 +5,609	+19%	+$110K	0.11%	168
2021 Q2	$661K	Buy	+28,962	New	+$605K	0.13%	133

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intercontinental Wealth Advisors's VALE Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Vale (VALE) stake by 5% in Q2 2023, buying an estimated $27.7K and bringing the position to 40,825 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #175.

Intercontinental Wealth Advisors first reported a position in VALE in Q2 2021 and has held it in 9 quarters since. The position peaked at $917K in Q1 2022. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

Intercontinental Wealth Advisors held 40,825 shares of Vale worth $548K as of Q2 2023.
Intercontinental Wealth Advisors bought 1,954 Vale shares in Q2 2023, an estimated $27.7K.
Vale made up 0.13% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #175 holding.
Intercontinental Wealth Advisors first reported a position in Vale in Q2 2021 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Vale position peaked at $917K in Q1 2022.
465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.