RWP
VALE icon

RWA Wealth Partners’s Vale VALE Stock Holding History

RWA Wealth Partners’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
2025
Q2 		– Sell
-10,790
Closed -$108K – 616
2025
Q1 		$108K Sell
10,790
-785
-7% -$7.42K ﹤0.01% 540
2024
Q4 		$103K Sell
11,575
-7,000
-38% -$71.2K ﹤0.01% 552
2024
Q3 		$217K Sell
18,575
-22,250
-55% -$239K ﹤0.01% 532
2024
Q2 		$456K Sell
40,825
-173
-0.4% -$2.08K 0.01% 403
2024
Q1 		$500K Hold
40,998
– – 0.01% 395
2023
Q4 		$650K Hold
40,998
– – 0.01% 347
2023
Q3 		$549K Sell
40,998
-500
-1% -$6.81K 0.01% 248
2023
Q2 		$557K Buy
+41,498
New +$588K 0.01% 222

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return