QWM
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QP Wealth Management’s Vale VALE Stock Holding History

QP Wealth Management’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
2021
Q4 		– Sell
-10,705
Closed -$149K – 79
2021
Q3 		$149K Sell
10,705
-215
-2% -$4.22K 0.16% 70
2021
Q2 		$249K Buy
+10,920
New +$228K 0.25% 63

Other funds holding VALE

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

QP Wealth Management's VALE Position: Q4 2021 in Review

QP Wealth Management sold out of Vale (VALE) in Q4 2021, closing a stake of 10,705 shares — an estimated $149K sold.

QP Wealth Management first reported a position in VALE in Q2 2021 and held it in 2 quarters. The position peaked at $249K in Q2 2021. 431 funds tracked by Wall St. Rank hold VALE as of Q4 2021.

  • QP Wealth Management reported no remaining Vale position as of Q4 2021 after selling out during the quarter.
  • QP Wealth Management sold 10,705 Vale shares in Q4 2021, an estimated $149K.
  • QP Wealth Management first reported a position in Vale in Q2 2021 and held it in 2 quarters.
  • QP Wealth Management's Vale position peaked at $249K in Q2 2021.
  • 431 funds tracked by Wall St. Rank held Vale as of Q4 2021.

Based on QP Wealth Management's 13F filing for Q4 2021, filed 13 Jan 2022.