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Transamerica Financial Advisors’s Vale VALE Stock Holding History

Transamerica Financial 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
2024
Q2 		– Sell
-399
Closed -$5K – 603
2024
Q1 		$5K Buy
+399
New +$5.39K ﹤0.01% 381

Other funds holding VALE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's VALE Position: Q2 2024 in Review

Transamerica Financial Advisors sold out of Vale (VALE) in Q2 2024, closing a stake of 399 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in VALE in Q1 2024 and held it in 1 quarter. The position peaked at $5K in Q1 2024. 515 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

  • Transamerica Financial Advisors reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 399 Vale shares in Q2 2024, an estimated $5K.
  • Transamerica Financial Advisors first reported a position in Vale in Q1 2024 and held it in 1 quarter.
  • Transamerica Financial Advisors's Vale position peaked at $5K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Transamerica Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.