RGT Wealth Advisors’s Vale VALE Stock Holding History

RGT 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
2022 Q1	–	Sell	-85	Closed	-$1K	–	323
2021 Q4	$1K	Buy	+85	New	+$1.13K	﹤0.01%	333

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGT Wealth Advisors's VALE Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Vale (VALE) in Q1 2022, closing a stake of 85 shares — an estimated $1K sold.

RGT Wealth Advisors first reported a position in VALE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 483 funds tracked by Wall St. Rank hold VALE as of Q1 2022.

RGT Wealth Advisors reported no remaining Vale position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 85 Vale shares in Q1 2022, an estimated $1K.
RGT Wealth Advisors first reported a position in Vale in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Vale position peaked at $1K in Q4 2021.
483 funds tracked by Wall St. Rank held Vale as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.