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WR Wealth Planners’s Vale VALE Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-175
Closed -$2.04K – 1187
2024
Q3 		$2.04K Hold
175
– – ﹤0.01% 904
2024
Q2 		$1.96K Hold
175
– – ﹤0.01% 895
2024
Q1 		$2.13K Buy
+175
New +$2.36K ﹤0.01% 868
2023
Q4 		– Sell
-175
Closed -$2.35K – 828
2023
Q3 		$2.35K Hold
175
– – ﹤0.01% 757
2023
Q2 		$2.35K Sell
175
-6,080
-97% -$86.1K ﹤0.01% 755
2023
Q1 		$98.7K Buy
6,255
+6,080
+3,474% +$103K 0.04% 235
2022
Q4 		$2.97K Hold
175
– – ﹤0.01% 369
2022
Q3 		$2.33K Sell
175
-1,258
-88% -$16.6K ﹤0.01% 380
2022
Q2 		$21K Hold
1,433
– – 0.01% 220
2022
Q1 		$28.6K Buy
+1,433
New +$24.8K 0.02% 202

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's VALE Position: Q4 2024 in Review

WR Wealth Planners sold out of Vale (VALE) in Q4 2024, closing a stake of 175 shares — an estimated $2.04K sold.

WR Wealth Planners first reported a position in VALE in Q1 2022 and held it in 10 quarters. The position peaked at $98.7K in Q1 2023. 498 funds tracked by Wall St. Rank hold VALE as of Q4 2024.

  • WR Wealth Planners reported no remaining Vale position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 175 Vale shares in Q4 2024, an estimated $2.04K.
  • WR Wealth Planners first reported a position in Vale in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Vale position peaked at $98.7K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held Vale as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.