WJWM
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Williams Jones Wealth Management’s Vale VALE Stock Holding History

Williams Jones Wealth Management’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
Q1 		– Sell
-10,380
Closed -$174K – 507
2020
Q4 		$174K Buy
+10,380
New +$138K ﹤0.01% 443

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Williams Jones Wealth Management's VALE Position: Q1 2021 in Review

Williams Jones Wealth Management sold out of Vale (VALE) in Q1 2021, closing a stake of 10,380 shares — an estimated $174K sold.

Williams Jones Wealth Management first reported a position in VALE in Q4 2020 and held it in 1 quarter. The position peaked at $174K in Q4 2020. 415 funds tracked by Wall St. Rank hold VALE as of Q1 2021.

  • Williams Jones Wealth Management reported no remaining Vale position as of Q1 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 10,380 Vale shares in Q1 2021, an estimated $174K.
  • Williams Jones Wealth Management first reported a position in Vale in Q4 2020 and held it in 1 quarter.
  • Williams Jones Wealth Management's Vale position peaked at $174K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Vale as of Q1 2021.

Based on Williams Jones Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.