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Richardson Financial Services’s Vale VALE Stock Holding History

Richardson Financial Services’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
Q2 		– Sell
-1,906
Closed -$23.2K – 626
2024
Q1 		$23.2K Sell
1,906
-18
-0.9% -$243 0.02% 327
2023
Q4 		$30.5K Buy
+1,924
New +$27.6K 0.03% 249

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richardson Financial Services's VALE Position: Q2 2024 in Review

Richardson Financial Services sold out of Vale (VALE) in Q2 2024, closing a stake of 1,906 shares — an estimated $23.2K sold.

Richardson Financial Services first reported a position in VALE in Q4 2023 and held it in 2 quarters. The position peaked at $30.5K in Q4 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

  • Richardson Financial Services reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
  • Richardson Financial Services sold 1,906 Vale shares in Q2 2024, an estimated $23.2K.
  • Richardson Financial Services first reported a position in Vale in Q4 2023 and held it in 2 quarters.
  • Richardson Financial Services's Vale position peaked at $30.5K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Richardson Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.