USCWA
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U.S. Capital Wealth Advisors’s Vale VALE Stock Holding History

U.S. Capital 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
2026
Q1 		$161K Sell
10,113
-15,171
-60% -$237K ﹤0.01% 972
2025
Q4 		$329K Sell
25,284
-616
-2% -$7.48K 0.01% 772
2025
Q3 		$281K Sell
25,900
-300
-1% -$3.06K 0.01% 794
2025
Q2 		$254K Sell
26,200
-2,100
-7% -$19.8K 0.01% 770
2025
Q1 		$282K Sell
28,300
-14,940
-35% -$141K 0.01% 714
2024
Q4 		$384K Sell
43,240
-116,015
-73% -$1.18M 0.01% 622
2024
Q3 		$1.86M Buy
159,255
+313
+0.2% +$3.36K 0.07% 257
2024
Q2 		$1.78M Sell
158,942
-3,975
-2% -$47.8K 0.07% 258
2024
Q1 		$1.99M Sell
162,917
-1,781
-1% -$24K 0.08% 237
2023
Q4 		$2.61M Sell
164,698
-8,197
-5% -$117K 0.1% 186
2023
Q3 		$2.32M Buy
172,895
+16,710
+11% +$227K 0.1% 178
2023
Q2 		$2.1M Buy
156,185
+22,300
+17% +$316K 0.1% 206
2023
Q1 		$2.11M Sell
133,885
-790
-0.6% -$13.4K 0.1% 197
2022
Q4 		$2.29M Buy
134,675
+52,400
+64% +$788K 0.11% 185
2022
Q3 		$1.1M Buy
82,275
+11,500
+16% +$151K 0.06% 321
2022
Q2 		$1.03M Buy
70,775
+30,100
+74% +$514K 0.05% 345
2022
Q1 		$813K Buy
40,675
+2,943
+8% +$51K 0.03% 429
2021
Q4 		$529K Sell
37,732
-58,015
-61% -$771K 0.02% 499
2021
Q3 		$1.34M Buy
+95,747
New +$1.88M 0.06% 328

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 $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return