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Legacy Financial Advisors’s Vale VALE Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-10,286
Closed -$162K – 268
2023
Q1 		$162K Sell
10,286
-1,019
-9% -$17.3K 0.03% 242
2022
Q4 		$192K Buy
+11,305
New +$170K 0.04% 233
2019
Q2 		– Sell
-1,537
Closed -$20K – 867
2019
Q1 		$20K Buy
1,537
+200
+15% +$2.59K 0.01% 459
2018
Q4 		$18K Buy
1,337
+347
+35% +$4.96K 0.01% 438
2018
Q3 		$14K Buy
990
+262
+36% +$3.54K 0.01% 445
2018
Q2 		$10K Buy
+728
New +$9.94K ﹤0.01% 534
2018
Q1 		– Sell
-575
Closed -$6K – 911
2017
Q4 		$6K Buy
+575
New +$6.1K ﹤0.01% 611

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

Legacy Financial Advisors's VALE Position: Q2 2023 in Review

Legacy Financial Advisors sold out of Vale (VALE) in Q2 2023, closing a stake of 10,286 shares — an estimated $162K sold.

Legacy Financial Advisors first reported a position in VALE in Q4 2017 and held it in 7 quarters. The position peaked at $192K in Q4 2022. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • Legacy Financial Advisors reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,286 Vale shares in Q2 2023, an estimated $162K.
  • Legacy Financial Advisors first reported a position in Vale in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Vale position peaked at $192K in Q4 2022.
  • 465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Legacy Financial Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.