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Opal Wealth Advisors’s Vale VALE Stock Holding History

Opal 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
2024
Q3 		– Sell
-43
Closed -$481 – 1118
2024
Q2 		$481 Sell
43
-100
-70% -$1.2K ﹤0.01% 1168
2024
Q1 		$1.74K Buy
+143
New +$1.93K ﹤0.01% 297

Other funds holding VALE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Opal Wealth Advisors's VALE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Vale (VALE) in Q3 2024, closing a stake of 43 shares — an estimated $481 sold.

Opal Wealth Advisors first reported a position in VALE in Q1 2024 and held it in 2 quarters. The position peaked at $1.74K in Q1 2024. 508 funds tracked by Wall St. Rank hold VALE as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Vale position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 43 Vale shares in Q3 2024, an estimated $481.
  • Opal Wealth Advisors first reported a position in Vale in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Vale position peaked at $1.74K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held Vale as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.