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JP Morgan Private Wealth Advisors’s Vale VALE Stock Holding History

JP Morgan Private 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 		– Sell
-45,215
Closed -$713K – 1903
2023
Q1 		$713K Sell
45,215
-27,157
-38% -$460K ﹤0.01% 1328
2022
Q4 		$1.23M Buy
72,372
+401
+0.6% +$6.03K ﹤0.01% 1050
2022
Q3 		$959K Buy
71,971
+2,183
+3% +$28.7K ﹤0.01% 1155
2022
Q2 		$1.02M Sell
69,788
-7,853
-10% -$134K ﹤0.01% 1141
2022
Q1 		$1.55M Buy
77,641
+17,500
+29% +$303K ﹤0.01% 1008
2021
Q4 		$843K Sell
60,141
-149,827
-71% -$1.99M ﹤0.01% 1330
2021
Q3 		$2.93M Buy
209,968
+120,831
+136% +$2.37M 0.01% 749
2021
Q2 		$2.03M Buy
89,137
+9,504
+12% +$199K 0.01% 874
2021
Q1 		$1.38M Buy
79,633
+9,661
+14% +$169K ﹤0.01% 901
2020
Q4 		$1.17M Buy
69,972
+12,255
+21% +$163K ﹤0.01% 944
2020
Q3 		$611K Buy
+57,717
New +$648K ﹤0.01% 1076
2018
Q3 		– Sell
-14,583
Closed -$187K – 1622
2018
Q2 		$187K Buy
+14,583
New +$199K ﹤0.01% 1381
2015
Q3 		– Sell
-17,642
Closed -$104K – 1140
2015
Q2 		$104K Buy
17,642
+4,282
+32% +$28.7K ﹤0.01% 1015
2015
Q1 		$75K Sell
13,360
-661
-5% -$4.79K ﹤0.01% 1102
2014
Q4 		$115K Buy
14,021
+3,386
+32% +$31.7K ﹤0.01% 1041
2014
Q3 		$117K Buy
+10,635
New +$142K ﹤0.01% 1031
2014
Q2 		– Sell
-14,158
Closed -$196K – 920
2014
Q1 		$196K Buy
+14,158
New +$193K ﹤0.01% 814

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VALE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Vale (VALE) in Q2 2023, closing a stake of 45,215 shares — an estimated $713K sold.

JP Morgan Private Wealth Advisors first reported a position in VALE in Q1 2014 and held it in 17 quarters. The position peaked at $2.93M in Q3 2021. 466 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 45,215 Vale shares in Q2 2023, an estimated $713K.
  • JP Morgan Private Wealth Advisors first reported a position in Vale in Q1 2014 and held it in 17 quarters.
  • JP Morgan Private Wealth Advisors's Vale position peaked at $2.93M in Q3 2021.
  • 466 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.