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Spire Wealth Management’s Vale VALE Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-1,916
Closed -$23.4K – 2395
2024
Q1 		$23.4K Sell
1,916
-149
-7% -$2.01K ﹤0.01% 1465
2023
Q4 		$28.5K Buy
2,065
+64
+3% +$917 ﹤0.01% 1407
2023
Q3 		$26.8K Sell
2,001
-654
-25% -$8.9K ﹤0.01% 1393
2023
Q2 		$35.6K Sell
2,655
-2,818
-51% -$39.9K ﹤0.01% 1351
2023
Q1 		$86.4K Buy
5,473
+4,066
+289% +$68.9K ﹤0.01% 1009
2022
Q4 		$24K Buy
1,407
+1,207
+604% +$18.1K ﹤0.01% 1303
2022
Q3 		$3K Sell
200
-26,540
-99% -$349K ﹤0.01% 1897
2022
Q2 		$391K Buy
26,740
+23,362
+692% +$399K 0.02% 550
2022
Q1 		$68K Sell
3,378
-420
-11% -$7.27K ﹤0.01% 1328
2021
Q4 		$53K Buy
3,798
+1,098
+41% +$14.6K ﹤0.01% 1698
2021
Q3 		$38K Sell
2,700
-2,300
-46% -$45.1K ﹤0.01% 1587
2021
Q2 		$114K Buy
5,000
+3,100
+163% +$64.8K ﹤0.01% 1148
2021
Q1 		$33K Buy
+1,900
New +$33.2K ﹤0.01% 1941

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's VALE Position: Q2 2024 in Review

Spire Wealth Management sold out of Vale (VALE) in Q2 2024, closing a stake of 1,916 shares — an estimated $23.4K sold.

Spire Wealth Management first reported a position in VALE in Q1 2021 and held it in 13 quarters. The position peaked at $391K in Q2 2022. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

  • Spire Wealth Management reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,916 Vale shares in Q2 2024, an estimated $23.4K.
  • Spire Wealth Management first reported a position in Vale in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Vale position peaked at $391K in Q2 2022.
  • 517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.