Private Advisory Group’s Vale VALE Stock Holding History

Private 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
2023 Q3	–	Sell	-155,219	Closed	-$2.08M	–	223
2023 Q2	$2.08M	Buy	155,219 +116,718	+303%	+$1.65M	0.41%	61
2023 Q1	$608K	Buy	+38,501	New	+$652K	0.13%	111

Other funds holding VALE

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Advisory Group's VALE Position: Q3 2023 in Review

Private Advisory Group sold out of Vale (VALE) in Q3 2023, closing a stake of 155,219 shares — an estimated $2.08M sold.

Private Advisory Group first reported a position in VALE in Q1 2023 and held it in 2 quarters. The position peaked at $2.08M in Q2 2023. 486 funds tracked by Wall St. Rank hold VALE as of Q3 2023.

Private Advisory Group reported no remaining Vale position as of Q3 2023 after selling out during the quarter.
Private Advisory Group sold 155,219 Vale shares in Q3 2023, an estimated $2.08M.
Private Advisory Group first reported a position in Vale in Q1 2023 and held it in 2 quarters.
Private Advisory Group's Vale position peaked at $2.08M in Q2 2023.
486 funds tracked by Wall St. Rank held Vale as of Q3 2023.

Based on Private Advisory Group's 13F filing for Q3 2023, filed 13 Nov 2023.