Spectrum Wealth Counsel’s Vale VALE Stock Holding History

Spectrum Wealth Counsel’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	$998	Hold	100	–	–	﹤0.01%	331
2024 Q4	$887	Buy	+100	New	+$1.02K	﹤0.01%	343

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Spectrum Wealth Counsel's VALE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vale (VALE) position steady in Q1 2025 at 100 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Spectrum Wealth Counsel first reported a position in VALE in Q4 2024 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Spectrum Wealth Counsel held 100 shares of Vale worth $998 as of Q1 2025.
Spectrum Wealth Counsel left its Vale share count unchanged in Q1 2025.
Vale made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #331 holding.
Spectrum Wealth Counsel first reported a position in Vale in Q4 2024 and has held it in 2 quarters since.
489 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.