JFS Wealth Advisors’s Vale VALE Stock Holding History

JFS 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
2026 Q2	$27.6K	Hold	1,836	–	–	﹤0.01%	678
2026 Q1	$29.2K	Hold	1,836	–	–	﹤0.01%	638
2025 Q4	$24.1K	Hold	1,836	–	–	﹤0.01%	697
2025 Q3	$19.9K	Buy	1,836 +600	+49%	+$6.13K	﹤0.01%	698
2025 Q2	$12K	Buy	1,236 +118	+11%	+$1.11K	﹤0.01%	804
2025 Q1	$11.2K	Buy	+1,118	New	+$10.6K	﹤0.01%	844
2024 Q4	–	Sell	-433	Closed	-$5.06K	–	1999
2024 Q3	$5.06K	Sell	433 -825	-66%	-$8.85K	﹤0.01%	1116
2024 Q2	$14.1K	Hold	1,258	–	–	﹤0.01%	690
2024 Q1	$15.3K	Sell	1,258 -138	-10%	-$1.86K	﹤0.01%	687
2023 Q4	$22.1K	Hold	1,396	–	–	﹤0.01%	565
2023 Q3	$18.7K	Sell	1,396 -124	-8%	-$1.69K	﹤0.01%	565
2023 Q2	$20.4K	Sell	1,520 -228	-13%	-$3.23K	﹤0.01%	540
2023 Q1	$27.6K	Hold	1,748	–	–	﹤0.01%	470
2022 Q4	$29.7K	Sell	1,748 -509	-23%	-$7.65K	﹤0.01%	447
2022 Q3	$30K	Sell	2,257 -27	-1%	-$355	﹤0.01%	483
2022 Q2	$33K	Buy	2,284 +225	+11%	+$3.84K	﹤0.01%	483
2022 Q1	$41K	Buy	2,059 +1,568	+319%	+$27.1K	﹤0.01%	468
2021 Q4	$7K	Buy	+491	New	+$6.52K	﹤0.01%	748
2021 Q2	–	Sell	-250	Closed	-$4K	–	642
2021 Q1	$4K	Buy	+250	New	+$4.36K	﹤0.01%	494
2020 Q1	–	Sell	-45	Closed	-$1K	–	570
2019 Q4	$1K	Buy	+45	New	+$541	﹤0.01%	496

Other funds holding VALE

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return