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Pacific Capital Wealth Advisors’s Vale VALE Stock Holding History

Pacific Capital 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
Q4 		– Sell
-62
Closed -$724 – 483
2024
Q3 		$724 Buy
+62
New +$665 ﹤0.01% 440
2024
Q2 		– Sell
-104
Closed -$1.27K – 668
2024
Q1 		$1.27K Buy
+104
New +$1.4K ﹤0.01% 468

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pacific Capital Wealth Advisors's VALE Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Vale (VALE) in Q4 2024, closing a stake of 62 shares — an estimated $724 sold.

Pacific Capital Wealth Advisors first reported a position in VALE in Q1 2024 and held it in 2 quarters. The position peaked at $1.27K in Q1 2024. 500 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 62 Vale shares in Q4 2024, an estimated $724.
  • Pacific Capital Wealth Advisors first reported a position in Vale in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Vale position peaked at $1.27K in Q1 2024.
  • 500 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.