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Regent Peak Wealth Advisors’s Vale VALE Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-35
Closed -$1K – 947
2020
Q4 		$1K Buy
+35
New +$466 ﹤0.01% 1004

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Regent Peak Wealth Advisors's VALE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vale (VALE) in Q1 2021, closing a stake of 35 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in VALE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 415 funds tracked by Wall St. Rank hold VALE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vale position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 35 Vale shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Vale in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vale position peaked at $1K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Vale as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.