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Schechter Investment Advisors’s Vale VALE Stock Holding History

Schechter 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
Q4 		– Sell
-12,219
Closed -$143K – 703
2024
Q3 		$143K Buy
+12,219
New +$131K 0.01% 603
2024
Q1 		– Sell
-14,706
Closed -$233K – 701
2023
Q4 		$233K Buy
+14,706
New +$211K 0.02% 521
2022
Q3 		– Sell
-10,026
Closed -$147K – 989
2022
Q2 		$147K Sell
10,026
-568
-5% -$9.7K 0.01% 874
2022
Q1 		$212K Buy
+10,594
New +$183K 0.02% 821

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Schechter Investment Advisors's VALE Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Vale (VALE) in Q4 2024, closing a stake of 12,219 shares — an estimated $143K sold.

Schechter Investment Advisors first reported a position in VALE in Q1 2022 and held it in 4 quarters. The position peaked at $233K in Q4 2023. 498 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 12,219 Vale shares in Q4 2024, an estimated $143K.
  • Schechter Investment Advisors first reported a position in Vale in Q1 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Vale position peaked at $233K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.