SOA Wealth Advisors’s Vale VALE Stock Holding History

SOA Wealth 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
2026 Q1	$2.71K	Hold	170	–	–	﹤0.01%	692
2025 Q4	$2.21K	Hold	170	–	–	﹤0.01%	706
2025 Q3	$1.85K	Hold	170	–	–	﹤0.01%	733
2025 Q2	$1.65K	Hold	170	–	–	﹤0.01%	729
2025 Q1	$1.7K	Hold	170	–	–	﹤0.01%	713
2024 Q4	$1.51K	Hold	170	–	–	﹤0.01%	709
2024 Q3	$1.99K	Hold	170	–	–	﹤0.01%	670
2024 Q2	$1.9K	Hold	170	–	–	﹤0.01%	678
2024 Q1	$2.07K	Hold	170	–	–	﹤0.01%	707
2023 Q4	$2.7K	Hold	170	–	–	﹤0.01%	664
2023 Q3	$2.28K	Hold	170	–	–	﹤0.01%	703
2023 Q2	$2.28K	Hold	170	–	–	﹤0.01%	712
2023 Q1	$2.68K	Hold	170	–	–	﹤0.01%	696
2022 Q4	$2.88K	Hold	170	–	–	﹤0.01%	696
2022 Q3	$2K	Hold	170	–	–	﹤0.01%	732
2022 Q2	$2K	Hold	170	–	–	﹤0.01%	720
2022 Q1	$3K	Hold	170	–	–	﹤0.01%	773
2021 Q4	$2K	Hold	170	–	–	﹤0.01%	797
2021 Q3	$2K	Hold	170	–	–	﹤0.01%	802
2021 Q2	$3K	Hold	170	–	–	﹤0.01%	744
2021 Q1	$2K	Hold	170	–	–	﹤0.01%	729
2020 Q4	$3K	Buy	+170	New	+$2.27K	﹤0.01%	679

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return