PWPS
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Pinnacle Wealth Planning Services’s Vale VALE Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-10,592
Closed -$129K – 550
2024
Q1 		$129K Sell
10,592
-1,507
-12% -$20.3K 0.02% 466
2023
Q4 		$192K Buy
12,099
+88
+0.7% +$1.26K 0.03% 418
2023
Q3 		$161K Buy
12,011
+250
+2% +$3.4K 0.03% 380
2023
Q2 		$158K Sell
11,761
-1,668
-12% -$23.6K 0.03% 398
2023
Q1 		$212K Sell
13,429
-81
-0.6% -$1.37K 0.04% 372
2022
Q4 		$229K Buy
13,510
+3,038
+29% +$45.7K 0.04% 330
2022
Q3 		$139K Buy
10,472
+215
+2% +$2.83K 0.03% 349
2022
Q2 		$150K Buy
+10,257
New +$175K 0.03% 363
2021
Q1 		– Sell
-5,321
Closed -$89K – 1870
2020
Q4 		$89K Buy
+5,321
New +$70.9K 0.02% 528

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return