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Wealthspire Advisors (Maryland)’s Vale VALE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,382
Closed -$31K – 1968
2019
Q1 		$31K Sell
2,382
-1,020
-30% -$13.2K ﹤0.01% 1102
2018
Q4 		$45K Hold
3,402
– – ﹤0.01% 903
2018
Q3 		$50K Buy
3,402
+62
+2% +$837 ﹤0.01% 977
2018
Q2 		$43K Buy
3,340
+20
+0.6% +$273 ﹤0.01% 1040
2018
Q1 		$42K Buy
3,320
+1,000
+43% +$13.2K ﹤0.01% 1054
2017
Q4 		$28K Buy
2,320
+22
+1% +$234 ﹤0.01% 1225
2017
Q3 		$23K Sell
2,298
-27
-1% -$272 ﹤0.01% 1257
2017
Q2 		$20K Buy
2,325
+2,131
+1,098% +$18.1K ﹤0.01% 1274
2017
Q1 		$2K Buy
+194
New +$1.93K ﹤0.01% 1722

Other funds holding VALE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return