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Piershale Financial Group’s Vale VALE Stock Holding History

Piershale Financial Group’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
2023
Q2 		$5.37K Hold
400
– – ﹤0.01% 158
2023
Q1 		$6.31K Hold
400
– – 0.01% 146
2022
Q4 		$6.79K Buy
+400
New +$6.01K 0.01% 145
2014
Q4 		– Sell
-650
Closed -$7K – 172
2014
Q3 		$7K Buy
+650
New +$8.68K 0.01% 98

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Piershale Financial Group's VALE Position: Q2 2023 in Review

Piershale Financial Group held its Vale (VALE) position steady in Q2 2023 at 400 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Piershale Financial Group first reported a position in VALE in Q3 2014 and has held it in 4 quarters since. The position peaked at $7K in Q3 2014. 466 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

  • Piershale Financial Group held 400 shares of Vale worth $5.37K as of Q2 2023.
  • Piershale Financial Group left its Vale share count unchanged in Q2 2023.
  • Vale made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #158 holding.
  • Piershale Financial Group first reported a position in Vale in Q3 2014 and has held it in 4 quarters since.
  • Piershale Financial Group's Vale position peaked at $7K in Q3 2014.
  • 466 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.