KWM
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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 – 785
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $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
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