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Stratos Wealth Partners’s Vale VALE Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-10,390
Closed -$165K – 1456
2023
Q4 		$165K Buy
+10,390
New +$149K ﹤0.01% 1293
2021
Q3 		– Sell
-12,943
Closed -$295K – 1245
2021
Q2 		$295K Buy
+12,943
New +$271K 0.01% 978
2018
Q2 		– Sell
-1,781
Closed -$23K – 2513
2018
Q1 		$23K Sell
1,781
-1,850
-51% -$24.3K ﹤0.01% 1972
2017
Q4 		$44K Buy
+3,631
New +$38.5K ﹤0.01% 1579

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stratos Wealth Partners's VALE Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Vale (VALE) in Q1 2024, closing a stake of 10,390 shares — an estimated $165K sold.

Stratos Wealth Partners first reported a position in VALE in Q4 2017 and held it in 4 quarters. The position peaked at $295K in Q2 2021. 521 funds tracked by Wall St. Rank hold VALE as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Vale position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,390 Vale shares in Q1 2024, an estimated $165K.
  • Stratos Wealth Partners first reported a position in Vale in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Vale position peaked at $295K in Q2 2021.
  • 521 funds tracked by Wall St. Rank held Vale as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.