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Simplicity Wealth’s Vale VALE Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-35,300
Closed -$394K – 1172
2024
Q2 		$394K Sell
35,300
-4,625
-12% -$55.6K 0.01% 847
2024
Q1 		$487K Buy
+39,925
New +$539K 0.01% 747

Other funds holding VALE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Simplicity Wealth's VALE Position: Q3 2024 in Review

Simplicity Wealth sold out of Vale (VALE) in Q3 2024, closing a stake of 35,300 shares — an estimated $394K sold.

Simplicity Wealth first reported a position in VALE in Q1 2024 and held it in 2 quarters. The position peaked at $487K in Q1 2024. 508 funds tracked by Wall St. Rank hold VALE as of Q3 2024.

  • Simplicity Wealth reported no remaining Vale position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 35,300 Vale shares in Q3 2024, an estimated $394K.
  • Simplicity Wealth first reported a position in Vale in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vale position peaked at $487K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held Vale as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.