RIA
VALE icon

Realta Investment Advisors’s Vale VALE Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-14,818
Closed -$166K – 745
2024
Q2 		$166K Sell
14,818
-1,000
-6% -$12K 0.03% 419
2024
Q1 		$193K Buy
15,818
+515
+3% +$6.95K 0.04% 410
2023
Q4 		$243K Sell
15,303
-1,796
-11% -$25.7K 0.05% 360
2023
Q3 		$229K Hold
17,099
– – 0.05% 354
2023
Q2 		$229K Buy
17,099
+500
+3% +$7.08K 0.05% 367
2023
Q1 		$262K Sell
16,599
-4
-0% -$68 0.06% 317
2022
Q4 		$282K Buy
16,603
+1,300
+8% +$19.5K 0.07% 307
2022
Q3 		$204K Sell
15,303
-1,108
-7% -$14.6K 0.05% 358
2022
Q2 		$232K Sell
16,411
-240
-1% -$4.1K 0.06% 322
2022
Q1 		$333K Buy
16,651
+5,052
+44% +$87.5K 0.07% 286
2021
Q4 		$163K Buy
+11,599
New +$154K 0.04% 404
2019
Q4 		– Sell
-151
Closed -$2K – 1700
2019
Q3 		$2K Hold
151
– – ﹤0.01% 1523
2019
Q2 		$2K Hold
151
– – ﹤0.01% 1589
2019
Q1 		$2K Buy
+151
New +$1.95K ﹤0.01% 1235

Other funds holding VALE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return