Vawter Financial’s Vale VALE Stock Holding History

Vawter Financial’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 Q3	–	Sell	-11,120	Closed	-$124K	–	97
2024 Q2	$124K	Buy	+11,120	New	+$134K	0.09%	89

Other funds holding VALE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vawter Financial's VALE Position: Q3 2024 in Review

Vawter Financial sold out of Vale (VALE) in Q3 2024, closing a stake of 11,120 shares — an estimated $124K sold.

Vawter Financial first reported a position in VALE in Q2 2024 and held it in 1 quarter. The position peaked at $124K in Q2 2024. 508 funds tracked by Wall St. Rank hold VALE as of Q3 2024.

Vawter Financial reported no remaining Vale position as of Q3 2024 after selling out during the quarter.
Vawter Financial sold 11,120 Vale shares in Q3 2024, an estimated $124K.
Vawter Financial first reported a position in Vale in Q2 2024 and held it in 1 quarter.
Vawter Financial's Vale position peaked at $124K in Q2 2024.
508 funds tracked by Wall St. Rank held Vale as of Q3 2024.

Based on Vawter Financial's 13F filing for Q3 2024, filed 6 Nov 2024.