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SeaCrest Wealth Management’s Vale VALE Stock Holding History

SeaCrest Wealth Management’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
-33,930
Closed -$339K – 695
2025
Q1 		$339K Buy
33,930
+3,900
+13% +$36.9K 0.04% 440
2024
Q4 		$266K Sell
30,030
-4,000
-12% -$40.7K 0.03% 527
2024
Q3 		$397K Buy
34,030
+2,000
+6% +$21.4K 0.04% 404
2024
Q2 		$358K Buy
32,030
+4,450
+16% +$53.5K 0.04% 410
2024
Q1 		$336K Buy
27,580
+2,800
+11% +$37.8K 0.04% 409
2023
Q4 		$379K Sell
24,780
-2,000
-7% -$28.7K 0.05% 380
2023
Q3 		$359K Hold
26,780
– – 0.05% 403
2023
Q2 		$359K Buy
26,780
+13,500
+102% +$191K 0.05% 418
2023
Q1 		$210K Buy
13,280
+1,250
+10% +$21.2K 0.03% 574
2022
Q4 		$204K Buy
+12,030
New +$181K 0.03% 563
2022
Q3 		– Sell
-10,285
Closed -$150K – 1479
2022
Q2 		$150K Sell
10,285
-2,550
-20% -$43.6K 0.02% 713
2022
Q1 		$257K Buy
+12,835
New +$222K 0.03% 573
2019
Q2 		– Sell
-3,380
Closed -$44K – 1776
2019
Q1 		$44K Sell
3,380
-100
-3% -$1.29K 0.01% 990
2018
Q4 		$46K Sell
3,480
-200
-5% -$2.86K 0.01% 929
2018
Q3 		$55K Buy
3,680
+500
+16% +$6.75K 0.01% 963
2018
Q2 		$41K Sell
3,180
-100
-3% -$1.37K 0.01% 1064
2018
Q1 		$42K Hold
3,280
– – 0.01% 1030
2017
Q4 		$40K Buy
+3,280
New +$34.8K 0.01% 1053

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SeaCrest Wealth Management's VALE Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of Vale (VALE) in Q2 2025, closing a stake of 33,930 shares — an estimated $339K sold.

SeaCrest Wealth Management first reported a position in VALE in Q4 2017 and held it in 18 quarters. The position peaked at $397K in Q3 2024. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 33,930 Vale shares in Q2 2025, an estimated $339K.
  • SeaCrest Wealth Management first reported a position in Vale in Q4 2017 and held it in 18 quarters.
  • SeaCrest Wealth Management's Vale position peaked at $397K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.