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Liberty Wealth Management’s Vale VALE Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-33
Closed – – 1055
2021
Q3 		$0 Buy
33
+1
+3% +$20 ﹤0.01% 1239
2021
Q2 		$1K Buy
32
+1
+3% +$21 ﹤0.01% 1042
2021
Q1 		$0 Hold
31
– – ﹤0.01% 1048
2020
Q4 		$0 Buy
31
+1
+3% +$13 ﹤0.01% 1076
2020
Q3 		$0 Buy
+30
New +$337 ﹤0.01% 960

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's VALE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vale (VALE) in Q4 2021, closing a stake of 33 shares.

Liberty Wealth Management first reported a position in VALE in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q2 2021. 431 funds tracked by Wall St. Rank hold VALE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Vale position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 33 Vale shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Vale in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Vale position peaked at $1K in Q2 2021.
  • 431 funds tracked by Wall St. Rank held Vale as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.