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OneAscent Financial Services’s Vale VALE Stock Holding History

OneAscent Financial Services’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
2020
Q4 		– Sell
-10,163
Closed -$108K – 184
2020
Q3 		$108K Buy
+10,163
New +$114K 0.06% 181
2019
Q3 		– Sell
-11,699
Closed -$157K – 183
2019
Q2 		$157K Buy
+11,699
New +$150K 0.11% 210

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $2.86B AUM 16.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

OneAscent Financial Services's VALE Position: Q4 2020 in Review

OneAscent Financial Services sold out of Vale (VALE) in Q4 2020, closing a stake of 10,163 shares — an estimated $108K sold.

OneAscent Financial Services first reported a position in VALE in Q2 2019 and held it in 2 quarters. The position peaked at $157K in Q2 2019. 371 funds tracked by Wall St. Rank hold VALE as of Q4 2020.

  • OneAscent Financial Services reported no remaining Vale position as of Q4 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 10,163 Vale shares in Q4 2020, an estimated $108K.
  • OneAscent Financial Services first reported a position in Vale in Q2 2019 and held it in 2 quarters.
  • OneAscent Financial Services's Vale position peaked at $157K in Q2 2019.
  • 371 funds tracked by Wall St. Rank held Vale as of Q4 2020.

Based on OneAscent Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.