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Wealthcare Advisory Partners’s Vale VALE Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-500
Closed -$9K – 1802
2021
Q1 		$9K Buy
+500
New +$8.73K ﹤0.01% 1500

Other funds holding VALE

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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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealthcare Advisory Partners's VALE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Vale (VALE) in Q2 2021, closing a stake of 500 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in VALE in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 453 funds tracked by Wall St. Rank hold VALE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Vale position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 500 Vale shares in Q2 2021, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Vale in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Vale position peaked at $9K in Q1 2021.
  • 453 funds tracked by Wall St. Rank held Vale as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.