LWM
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Laidlaw Wealth Management’s Vale VALE Stock Holding History

Laidlaw 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
2024
Q4 		– Sell
-13,373
Closed -$156K – 204
2024
Q3 		$156K Buy
13,373
+464
+4% +$4.97K 0.08% 166
2024
Q2 		$144K Sell
12,909
-574
-4% -$6.9K 0.08% 163
2024
Q1 		$164K Sell
13,483
-1,100
-8% -$14.8K 0.09% 165
2023
Q4 		$231K Sell
14,583
-2,400
-14% -$34.4K 0.08% 217
2023
Q3 		$228K Buy
16,983
+2,440
+17% +$33.2K 0.08% 240
2023
Q2 		$195K Sell
14,543
-253
-2% -$3.58K 0.04% 331
2023
Q1 		$233K Buy
14,796
+2,010
+16% +$34K 0.05% 307
2022
Q4 		$217K Sell
12,786
-168
-1% -$2.52K 0.05% 322
2022
Q3 		$173K Buy
+12,954
New +$170K 0.04% 303
2022
Q1 		– Sell
-17,460
Closed -$245K – 428
2021
Q4 		$245K Buy
17,460
+3,611
+26% +$48K 0.04% 347
2021
Q3 		$193K Buy
13,849
+1,697
+14% +$33.3K 0.05% 236
2021
Q2 		$277K Buy
+12,152
New +$254K 0.07% 202

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return