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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
2019
Q2 		– Sell
-2,000
Closed -$1K – 523
2019
Q1 		$1K Buy
+2,000
New +$25.9K ﹤0.01% 486

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 $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.55T AUM 33.47% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
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.