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Optimum Investment Advisors’s Vale VALE Stock Holding History

Optimum Investment 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
2020
Q3 		– Sell
-5,000
Closed -$3K – 930
2020
Q2 		$3K Buy
+5,000
New +$45.8K ﹤0.01% 795

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimum Investment Advisors's VALE Position: Q1 2024 in Review

Optimum Investment Advisors sold out of Vale (VALE) in Q1 2024, closing a stake of 1,000 shares — an estimated $15.9K sold.

Optimum Investment Advisors first reported a position in VALE in Q3 2013 and held it in 25 quarters. The position peaked at $34K in Q2 2014. 522 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

  • Optimum Investment Advisors reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Vale shares in Q1 2024, an estimated $15.9K.
  • Optimum Investment Advisors first reported a position in Vale in Q3 2013 and held it in 25 quarters.
  • Optimum Investment Advisors's Vale position peaked at $34K in Q2 2014.
  • 522 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on Optimum Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.