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TriaGen Wealth Management’s Vale VALE Stock Holding History

TriaGen 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
2021
Q3 		– Sell
-15,378
Closed -$323K – 198
2021
Q2 		$323K Sell
15,378
-3,362
-18% -$70.3K 0.17% 141
2021
Q1 		$326K Sell
18,740
-124
-0.7% -$2.17K 0.19% 120
2020
Q4 		$316K Buy
+18,864
New +$251K 0.19% 126

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TriaGen Wealth Management's VALE Position: Q3 2021 in Review

TriaGen Wealth Management sold out of Vale (VALE) in Q3 2021, closing a stake of 15,378 shares — an estimated $323K sold.

TriaGen Wealth Management first reported a position in VALE in Q4 2020 and held it in 3 quarters. The position peaked at $326K in Q1 2021. 428 funds tracked by Wall St. Rank hold VALE as of Q3 2021.

  • TriaGen Wealth Management reported no remaining Vale position as of Q3 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 15,378 Vale shares in Q3 2021, an estimated $323K.
  • TriaGen Wealth Management first reported a position in Vale in Q4 2020 and held it in 3 quarters.
  • TriaGen Wealth Management's Vale position peaked at $326K in Q1 2021.
  • 428 funds tracked by Wall St. Rank held Vale as of Q3 2021.

Based on TriaGen Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.