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Sheaff Brock Investment Advisors’s Vale VALE Stock Holding History

Sheaff Brock 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
2025
Q1 		– Sell
-10,510
Closed -$93.2K – 485
2024
Q4 		$93.2K Buy
10,510
+100
+1% +$1.02K 0.01% 436
2024
Q3 		$122K Hold
10,410
– – 0.01% 431
2024
Q2 		$116K Sell
10,410
-1,200
-10% -$14.4K 0.01% 423
2024
Q1 		$142K Sell
11,610
-400
-3% -$5.4K 0.01% 465
2023
Q4 		$190K Sell
12,010
-50
-0.4% -$717 0.01% 423
2023
Q3 		$162K Sell
12,060
-400
-3% -$5.44K 0.01% 407
2023
Q2 		$167K Buy
12,460
+1,000
+9% +$14.2K 0.01% 437
2023
Q1 		$181K Buy
11,460
+1,000
+10% +$16.9K 0.02% 454
2022
Q4 		$178K Sell
10,460
-1,000
-9% -$15K 0.02% 430
2022
Q3 		$153K Buy
11,460
+700
+7% +$9.21K 0.02% 441
2022
Q2 		$157K Sell
10,760
-100
-0.9% -$1.71K 0.01% 454
2022
Q1 		$217K Buy
+10,860
New +$188K 0.02% 456
2016
Q1 		– Sell
-122,551
Closed -$403K – 688
2015
Q4 		$403K Buy
+122,551
New +$489K 0.05% 350

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sheaff Brock Investment Advisors's VALE Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Vale (VALE) in Q1 2025, closing a stake of 10,510 shares — an estimated $93.2K sold.

Sheaff Brock Investment Advisors first reported a position in VALE in Q4 2015 and held it in 13 quarters. The position peaked at $403K in Q4 2015. 491 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

  • Sheaff Brock Investment Advisors reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,510 Vale shares in Q1 2025, an estimated $93.2K.
  • Sheaff Brock Investment Advisors first reported a position in Vale in Q4 2015 and held it in 13 quarters.
  • Sheaff Brock Investment Advisors's Vale position peaked at $403K in Q4 2015.
  • 491 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.