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Kestra Private Wealth Services’s Vale VALE Stock Holding History

Kestra Private Wealth Services’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
Q1 		$274K Buy
17,223
+1,463
+9% +$22.8K ﹤0.01% 1493
2025
Q4 		$205K Buy
15,760
+4
+0% +$49 ﹤0.01% 1589
2025
Q3 		$171K Sell
15,756
-3,408
-18% -$34.8K ﹤0.01% 1575
2025
Q2 		$186K Sell
19,164
-20,738
-52% -$195K ﹤0.01% 1508
2025
Q1 		$398K Buy
39,902
+23,113
+138% +$218K 0.01% 1071
2024
Q4 		$149K Sell
16,789
-1,473
-8% -$15K ﹤0.01% 1345
2024
Q3 		$213K Sell
18,262
-1,665
-8% -$17.9K ﹤0.01% 1240
2024
Q2 		$223K Sell
19,927
-39,286
-66% -$472K ﹤0.01% 1185
2024
Q1 		$722K Buy
59,213
+27,709
+88% +$374K 0.02% 659
2023
Q4 		$500K Buy
31,504
+12,392
+65% +$178K 0.01% 730
2023
Q3 		$256K Buy
19,112
+677
+4% +$9.21K 0.01% 935
2023
Q2 		$247K Sell
18,435
-1,620
-8% -$22.9K 0.01% 887
2023
Q1 		$316K Buy
20,055
+6,441
+47% +$109K 0.01% 763
2022
Q4 		$231K Buy
13,614
+457
+3% +$6.87K 0.01% 751
2022
Q3 		$175K Buy
13,157
+2,536
+24% +$33.4K 0.01% 803
2022
Q2 		$155K Sell
10,621
-1,074
-9% -$18.3K 0.01% 826
2022
Q1 		$234K Buy
11,695
+702
+6% +$12.2K 0.01% 835
2021
Q4 		$154K Buy
+10,993
New +$146K 0.01% 942

Other funds holding VALE

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return