LWA
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Lineweaver Wealth Advisors’s Vale VALE Stock Holding History

Lineweaver Wealth 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
2021
Q3 		– Sell
-8,953
Closed -$204K – 142
2021
Q2 		$204K Buy
+8,953
New +$187K 0.07% 119

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lineweaver Wealth Advisors's VALE Position: Q3 2021 in Review

Lineweaver Wealth Advisors sold out of Vale (VALE) in Q3 2021, closing a stake of 8,953 shares — an estimated $204K sold.

Lineweaver Wealth Advisors first reported a position in VALE in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 429 funds tracked by Wall St. Rank hold VALE as of Q3 2021.

  • Lineweaver Wealth Advisors reported no remaining Vale position as of Q3 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 8,953 Vale shares in Q3 2021, an estimated $204K.
  • Lineweaver Wealth Advisors first reported a position in Vale in Q2 2021 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Vale position peaked at $204K in Q2 2021.
  • 429 funds tracked by Wall St. Rank held Vale as of Q3 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2021, filed 22 Oct 2021.