Valued Wealth Advisors’s Vale VALE Stock Holding History

Valued 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
2024 Q2	–	Sell	-201	Closed	-$2.45K	–	631
2024 Q1	$2.45K	Hold	201	–	–	﹤0.01%	333
2023 Q4	$2.69K	Buy	+201	New	+$2.88K	﹤0.01%	272

Other funds holding VALE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valued Wealth Advisors's VALE Position: Q2 2024 in Review

Valued Wealth Advisors sold out of Vale (VALE) in Q2 2024, closing a stake of 201 shares — an estimated $2.45K sold.

Valued Wealth Advisors first reported a position in VALE in Q4 2023 and held it in 2 quarters. The position peaked at $2.69K in Q4 2023. 517 funds tracked by Wall St. Rank hold VALE as of Q2 2024.

Valued Wealth Advisors reported no remaining Vale position as of Q2 2024 after selling out during the quarter.
Valued Wealth Advisors sold 201 Vale shares in Q2 2024, an estimated $2.45K.
Valued Wealth Advisors first reported a position in Vale in Q4 2023 and held it in 2 quarters.
Valued Wealth Advisors's Vale position peaked at $2.69K in Q4 2023.
517 funds tracked by Wall St. Rank held Vale as of Q2 2024.

Based on Valued Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.