Sigma Planning Corp’s Vale VALE Stock Holding History

Sigma Planning Corp’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
2023 Q3	–	Sell	-10,348	Closed	-$139K	–	1307
2023 Q2	$139K	Sell	10,348 -56,551	-85%	-$801K	0.01%	1133
2023 Q1	$1.06M	Buy	66,899 +56,764	+560%	+$962K	0.04%	491
2022 Q4	$172K	Buy	+10,135	New	+$152K	0.01%	1149
2017 Q1	–	Sell	-10,438	Closed	-$80K	–	817
2016 Q4	$80K	Buy	10,438 +40	+0.4%	+$293	0.01%	707
2016 Q3	$57K	Sell	10,398 -1,000	-9%	-$5.49K	0.01%	727
2016 Q2	$58K	Sell	11,398 -1,772	-13%	-$8.29K	0.01%	682
2016 Q1	$55K	Hold	13,170	–	–	0.01%	679
2015 Q4	$43K	Sell	13,170 -3,207	-20%	-$12.8K	0.01%	677
2015 Q3	$69K	Buy	16,377 +265	+2%	+$1.35K	0.01%	642
2015 Q2	$95K	Sell	16,112 -527	-3%	-$3.53K	0.01%	674
2015 Q1	$94K	Sell	16,639 -759	-4%	-$5.5K	0.01%	718
2014 Q4	$142K	Buy	+17,398	New	+$163K	0.02%	664

Other funds holding VALE

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sigma Planning Corp's VALE Position: Q3 2023 in Review

Sigma Planning Corp sold out of Vale (VALE) in Q3 2023, closing a stake of 10,348 shares — an estimated $139K sold.

Sigma Planning Corp first reported a position in VALE in Q4 2014 and held it in 12 quarters. The position peaked at $1.06M in Q1 2023. 486 funds tracked by Wall St. Rank hold VALE as of Q3 2023.

Sigma Planning Corp reported no remaining Vale position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 10,348 Vale shares in Q3 2023, an estimated $139K.
Sigma Planning Corp first reported a position in Vale in Q4 2014 and held it in 12 quarters.
Sigma Planning Corp's Vale position peaked at $1.06M in Q1 2023.
486 funds tracked by Wall St. Rank held Vale as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.