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Plante Moran Financial Advisors’s Vale VALE Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-600
Closed -$10.2K – 909
2022
Q4 		$10.2K Hold
600
– – ﹤0.01% 579
2022
Q3 		$8K Sell
600
-239
-28% -$3.14K ﹤0.01% 632
2022
Q2 		$12K Sell
839
-461
-35% -$7.87K ﹤0.01% 577
2022
Q1 		$26K Buy
+1,300
New +$22.5K ﹤0.01% 442
2019
Q1 		– Sell
-150
Closed -$2K – 942
2018
Q4 		$2K Buy
+150
New +$2.14K ﹤0.01% 753
2013
Q4 		– Sell
-100
Closed -$2K – 714
2013
Q3 		$2K Buy
+100
New +$1.48K ﹤0.01% 570

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Plante Moran Financial Advisors's VALE Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Vale (VALE) in Q1 2023, closing a stake of 600 shares — an estimated $10.2K sold.

Plante Moran Financial Advisors first reported a position in VALE in Q3 2013 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 489 funds tracked by Wall St. Rank hold VALE as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Vale position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 600 Vale shares in Q1 2023, an estimated $10.2K.
  • Plante Moran Financial Advisors first reported a position in Vale in Q3 2013 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Vale position peaked at $26K in Q1 2022.
  • 489 funds tracked by Wall St. Rank held Vale as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.