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Legacy Wealth Asset Management’s Vale VALE Stock Holding History

Legacy Wealth Asset 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
2023
Q3 		– Sell
-27,897
Closed -$374K – 348
2023
Q2 		$374K Buy
27,897
+476
+2% +$6.74K 0.13% 264
2023
Q1 		$433K Sell
27,421
-5,192
-16% -$87.9K 0.16% 232
2022
Q4 		$553K Sell
32,613
-1,238
-4% -$18.6K 0.21% 163
2022
Q3 		$451K Sell
33,851
-12,838
-27% -$169K 0.2% 179
2022
Q2 		$683K Buy
46,689
+4,183
+10% +$71.4K 0.28% 141
2022
Q1 		$850K Buy
42,506
+2,364
+6% +$40.9K 0.3% 131
2021
Q4 		$563K Buy
40,142
+19,942
+99% +$265K 0.19% 189
2021
Q3 		$282K Buy
20,200
+412
+2% +$8.08K 0.13% 246
2021
Q2 		$451K Buy
19,788
+37
+0.2% +$774 0.2% 187
2021
Q1 		$343K Sell
19,751
-32
-0.2% -$559 0.16% 225
2020
Q4 		$332K Buy
+19,783
New +$264K 0.17% 218

Other funds holding VALE

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return