SPC
VALE icon

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 – 1311
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return