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	–	1868
2020 Q4	$89K	Buy	+5,321	New	+$70.9K	0.02%	528

Other funds holding VALE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's VALE Position: Q2 2024 in Review

Pinnacle Wealth Planning Services sold out of Vale (VALE) in Q2 2024, closing a stake of 10,592 shares — an estimated $129K sold.

Pinnacle Wealth Planning Services first reported a position in VALE in Q4 2020 and held it in 9 quarters. The position peaked at $229K in Q4 2022. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

Pinnacle Wealth Planning Services reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 10,592 Vale shares in Q2 2024, an estimated $129K.
Pinnacle Wealth Planning Services first reported a position in Vale in Q4 2020 and held it in 9 quarters.
Pinnacle Wealth Planning Services's Vale position peaked at $229K in Q4 2022.
517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2024, filed 9 Aug 2024.