KWA
VALE icon

KCS Wealth Advisory’s Vale VALE Stock Holding History

KCS Wealth Advisory’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
2022
Q3 		– Sell
-19,947
Closed -$292K – 158
2022
Q2 		$292K Buy
+19,947
New +$341K 0.13% 129
2018
Q1 		– Sell
-10,400
Closed -$125K – 182
2017
Q4 		$125K Buy
+10,400
New +$110K 0.12% 168

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

KCS Wealth Advisory's VALE Position: Q3 2022 in Review

KCS Wealth Advisory sold out of Vale (VALE) in Q3 2022, closing a stake of 19,947 shares — an estimated $292K sold.

KCS Wealth Advisory first reported a position in VALE in Q4 2017 and held it in 2 quarters. The position peaked at $292K in Q2 2022. 463 funds tracked by Wall St. Rank hold VALE as of Q3 2022.

  • KCS Wealth Advisory reported no remaining Vale position as of Q3 2022 after selling out during the quarter.
  • KCS Wealth Advisory sold 19,947 Vale shares in Q3 2022, an estimated $292K.
  • KCS Wealth Advisory first reported a position in Vale in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Vale position peaked at $292K in Q2 2022.
  • 463 funds tracked by Wall St. Rank held Vale as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.