L.J. Altfest & Co’s Vale S A VALE.P Stock Holding History

L.J. Altfest & Co’s Portfolio VALE.P Stock Details VALE.P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-58,742	Closed	-$716K	–	348
2024 Q1	$716K	Sell	58,742 -1,411	-2%	-$17.2K	0.1%	146
2023 Q4	$954K	Sell	60,153 -16,947	-22%	-$269K	0.14%	121
2023 Q3	$1.03M	Buy	77,100 +43,143	+127%	+$578K	0.16%	107
2023 Q2	$456K	Buy	+33,957	New	+$456K	0.07%	192

Other funds holding VALE.P

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

L.J. Altfest & Co's VALE.P Position: Q2 2024 in Review

L.J. Altfest & Co sold out of Vale S A (VALE.P) in Q2 2024, closing a stake of 58,742 shares — an estimated $716K sold.

L.J. Altfest & Co first reported a position in VALE.P in Q2 2023 and held it in 4 quarters. The position peaked at $1.03M in Q3 2023. 2 funds tracked by Wall St. Rank hold VALE.P as of Q2 2024.

L.J. Altfest & Co reported no remaining Vale S A position as of Q2 2024 after selling out during the quarter.
L.J. Altfest & Co sold 58,742 Vale S A shares in Q2 2024, an estimated $716K.
L.J. Altfest & Co first reported a position in Vale S A in Q2 2023 and held it in 4 quarters.
L.J. Altfest & Co's Vale S A position peaked at $1.03M in Q3 2023.
2 funds tracked by Wall St. Rank held Vale S A as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.