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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 – 868
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 $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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return