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Wealth Management Associates’s Vale VALE Stock Holding History

Wealth Management Associates’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
2022
Q4 		– Sell
-12,785
Closed -$170K – 195
2022
Q3 		$170K Buy
+12,785
New +$168K 0.12% 167

Other funds holding VALE

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Management Associates's VALE Position: Q4 2022 in Review

Wealth Management Associates sold out of Vale (VALE) in Q4 2022, closing a stake of 12,785 shares — an estimated $170K sold.

Wealth Management Associates first reported a position in VALE in Q3 2022 and held it in 1 quarter. The position peaked at $170K in Q3 2022. 488 funds tracked by Wall St. Rank hold VALE as of Q4 2022.

  • Wealth Management Associates reported no remaining Vale position as of Q4 2022 after selling out during the quarter.
  • Wealth Management Associates sold 12,785 Vale shares in Q4 2022, an estimated $170K.
  • Wealth Management Associates first reported a position in Vale in Q3 2022 and held it in 1 quarter.
  • Wealth Management Associates's Vale position peaked at $170K in Q3 2022.
  • 488 funds tracked by Wall St. Rank held Vale as of Q4 2022.

Based on Wealth Management Associates's 13F filing for Q4 2022, filed 28 May 2025.