World Equity Group’s Vale VALE Stock Holding History

World Equity Group’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
2023 Q2	–	Sell	-1,495	Closed	-$226K	–	550
2023 Q1	$226K	Buy	+1,495	New	+$25.3K	0.03%	438

Other funds holding VALE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

World Equity Group's VALE Position: Q2 2023 in Review

World Equity Group sold out of Vale (VALE) in Q2 2023, closing a stake of 1,495 shares — an estimated $226K sold.

World Equity Group first reported a position in VALE in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 465 funds tracked by Wall St. Rank hold VALE as of Q2 2023.

World Equity Group reported no remaining Vale position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 1,495 Vale shares in Q2 2023, an estimated $226K.
World Equity Group first reported a position in Vale in Q1 2023 and held it in 1 quarter.
World Equity Group's Vale position peaked at $226K in Q1 2023.
465 funds tracked by Wall St. Rank held Vale as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.