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Laurel Wealth Advisors (California)’s Vale VALE Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$380K Buy
24,904
+1,700
+7% +$25.6K 0.04% 428
2022
Q3 		$309K Hold
23,204
– – 0.03% 478
2022
Q2 		$339K Sell
23,204
-1,400
-6% -$23.9K 0.03% 459
2022
Q1 		$492K Buy
+24,604
New +$426K 0.04% 418

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 $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VALE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vale (VALE) stake by 7.3% in Q4 2022, buying an estimated $25.6K and bringing the position to 24,904 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #428.

Laurel Wealth Advisors (California) first reported a position in VALE in Q1 2022 and has held it in 4 quarters since. The position peaked at $492K in Q1 2022. 488 funds tracked by Wall St. Rank hold VALE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 24,904 shares of Vale worth $380K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,700 Vale shares in Q4 2022, an estimated $25.6K.
  • Vale made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #428 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vale in Q1 2022 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s Vale position peaked at $492K in Q1 2022.
  • 488 funds tracked by Wall St. Rank held Vale as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.