Kingsview Wealth Management’s Vale VALE Stock Holding History

Kingsview 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
2023 Q2	–	Sell	-17,195	Closed	-$271K	–	977
2023 Q1	$271K	Sell	17,195 -9,450	-35%	-$160K	0.01%	743
2022 Q4	$452K	Sell	26,645 -4,550	-15%	-$68.4K	0.02%	542
2022 Q3	$416K	Buy	31,195 +9,196	+42%	+$121K	0.02%	545
2022 Q2	$322K	Buy	21,999 +8,944	+69%	+$153K	0.02%	649
2022 Q1	$261K	Buy	+13,055	New	+$226K	0.01%	736
2020 Q4	–	Sell	-13,233	Closed	-$140K	–	784
2020 Q3	$140K	Sell	13,233 -41	-0.3%	-$460	0.01%	584
2020 Q2	$137K	Sell	13,274 -5,077	-28%	-$46.5K	0.01%	551
2020 Q1	$152K	Sell	18,351 -163	-0.9%	-$1.77K	0.02%	439
2019 Q4	$244K	Sell	18,514 -455	-2%	-$5.47K	0.03%	407
2019 Q3	$218K	Sell	18,969 -582	-3%	-$7.06K	0.03%	395
2019 Q2	$263K	Sell	19,551 -1,536	-7%	-$19.7K	0.04%	351
2019 Q1	$275K	Buy	21,087 +1,027	+5%	+$13.3K	0.04%	372
2018 Q4	$265K	Buy	20,060 +100	+0.5%	+$1.43K	0.06%	306
2018 Q3	$296K	Sell	19,960 -1,500	-7%	-$20.3K	0.06%	289
2018 Q2	$275K	Buy	+21,460	New	+$293K	0.07%	275

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingsview Wealth Management's VALE Position: Q2 2023 in Review

Kingsview Wealth Management sold out of Vale (VALE) in Q2 2023, closing a stake of 17,195 shares — an estimated $271K sold.

Kingsview Wealth Management first reported a position in VALE in Q2 2018 and held it in 15 quarters. The position peaked at $452K in Q4 2022. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

Kingsview Wealth Management reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
Kingsview Wealth Management sold 17,195 Vale shares in Q2 2023, an estimated $271K.
Kingsview Wealth Management first reported a position in Vale in Q2 2018 and held it in 15 quarters.
Kingsview Wealth Management's Vale position peaked at $452K in Q4 2022.
465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Kingsview Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.