PP
VALE icon

Pacifica Partners’s Vale VALE Stock Holding History

Pacifica Partners’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
2026
Q2 		$28.5K Hold
1,900
– – 0.01% 219
2026
Q1 		$30.2K Buy
+1,900
New +$29.7K 0.01% 223
2025
Q4 		– Sell
-2,450
Closed -$26.9K – 515
2025
Q3 		$26.9K Sell
2,450
-315
-11% -$3.22K 0.01% 247
2025
Q2 		$26.9K Hold
2,765
– – 0.01% 247
2025
Q1 		$26.9K Buy
2,765
+300
+12% +$2.83K 0.01% 240
2024
Q4 		$21.9K Sell
2,465
-200
-8% -$2.04K 0.01% 272
2024
Q3 		$31.1K Buy
2,665
+300
+13% +$3.22K 0.01% 253
2024
Q2 		$27.4K Buy
+2,365
New +$28.4K 0.01% 271
2024
Q1 		– Sell
-2,325
Closed -$34.2K – 559
2023
Q4 		$34.2K Hold
2,325
– – 0.02% 243
2023
Q3 		$29.7K Hold
2,325
– – 0.02% 234
2023
Q2 		$31.2K Buy
2,325
+475
+26% +$6.73K 0.02% 206
2023
Q1 		$27.8K Buy
1,850
+300
+19% +$5.08K 0.02% 223
2022
Q4 		$26.2K Buy
1,550
+550
+55% +$8.27K 0.02% 205
2022
Q3 		$12K Buy
1,000
+700
+233% +$9.21K 0.01% 279
2022
Q2 		$5K Hold
300
– – ﹤0.01% 376
2022
Q1 		$6K Hold
300
– – ﹤0.01% 362
2021
Q4 		$4K Hold
300
– – ﹤0.01% 386
2021
Q3 		$4K Hold
300
– – ﹤0.01% 387
2021
Q2 		$7K Buy
+300
New +$6.27K 0.01% 326

Other funds holding VALE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return