SWA
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Stratos Wealth Advisors’s Vale VALE Stock Holding History

Stratos 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
2025
Q4 		– Sell
-80,550
Closed -$875K – 714
2025
Q3 		$875K Buy
80,550
+5,597
+7% +$57.1K 0.04% 340
2025
Q2 		$728K Buy
+74,953
New +$706K 0.04% 374
2024
Q4 		– Sell
-217,881
Closed -$2.54M – 776
2024
Q3 		$2.54M Buy
217,881
+98,813
+83% +$1.06M 0.12% 187
2024
Q2 		$1.33M Buy
119,068
+106,403
+840% +$1.28M 0.07% 286
2024
Q1 		$154K Buy
+12,665
New +$171K 0.01% 641
2020
Q3 		– Sell
-11,599
Closed -$120K – 320
2020
Q2 		$120K Buy
+11,599
New +$106K 0.04% 265

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return