Laurel Wealth Planning’s Vale VALE Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-294	Closed	-$4.99K	–	198
2022 Q4	$4.99K	Hold	294	–	–	﹤0.01%	179
2022 Q3	$4K	Hold	294	–	–	﹤0.01%	189
2022 Q2	$4K	Hold	294	–	–	﹤0.01%	199
2022 Q1	$6K	Hold	294	–	–	﹤0.01%	217
2021 Q4	$4K	Hold	294	–	–	﹤0.01%	174
2021 Q3	$4K	Buy	+294	New	+$5.77K	﹤0.01%	181

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Laurel Wealth Planning's VALE Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Vale (VALE) in Q1 2023, closing a stake of 294 shares — an estimated $4.99K sold.

Laurel Wealth Planning first reported a position in VALE in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 489 funds tracked by Wall St. Rank hold VALE as of Q1 2023.

Laurel Wealth Planning reported no remaining Vale position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 294 Vale shares in Q1 2023, an estimated $4.99K.
Laurel Wealth Planning first reported a position in Vale in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Vale position peaked at $6K in Q1 2022.
489 funds tracked by Wall St. Rank held Vale as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.