Polaris Wealth Advisory Group’s Vale VALE Stock Holding History

Polaris Wealth Advisory 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
2022 Q2	–	Sell	-412,368	Closed	-$8.45M	–	176
2022 Q1	$8.45M	Buy	+412,368	New	+$7.14M	0.56%	55
2018 Q4	–	Sell	-1,300	Closed	-$19K	–	440
2018 Q3	$19K	Buy	+1,300	New	+$17.6K	﹤0.01%	335
2018 Q2	–	Sell	-1,300	Closed	-$17K	–	425
2018 Q1	$17K	Buy	+1,300	New	+$17.1K	﹤0.01%	310

Other funds holding VALE

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Polaris Wealth Advisory Group's VALE Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of Vale (VALE) in Q2 2022, closing a stake of 412,368 shares — an estimated $8.45M sold.

Polaris Wealth Advisory Group first reported a position in VALE in Q1 2018 and held it in 3 quarters. The position peaked at $8.45M in Q1 2022. 484 funds tracked by Wall St. Rank hold VALE as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining Vale position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 412,368 Vale shares in Q2 2022, an estimated $8.45M.
Polaris Wealth Advisory Group first reported a position in Vale in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's Vale position peaked at $8.45M in Q1 2022.
484 funds tracked by Wall St. Rank held Vale as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.