JWM
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Jeppson Wealth Management’s Vale VALE Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-1,500
Closed -$16K – 435
2020
Q3 		$16K Buy
+1,500
New +$16.8K 0.01% 354

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jeppson Wealth Management's VALE Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vale (VALE) in Q4 2020, closing a stake of 1,500 shares — an estimated $16K sold.

Jeppson Wealth Management first reported a position in VALE in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 371 funds tracked by Wall St. Rank hold VALE as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vale position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,500 Vale shares in Q4 2020, an estimated $16K.
  • Jeppson Wealth Management first reported a position in Vale in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vale position peaked at $16K in Q3 2020.
  • 371 funds tracked by Wall St. Rank held Vale as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.