Aprio Wealth Management »

Vale shares owned by Aprio Wealth Management

Quarter-by-quarter ownership of Vale (VALE) shares owned by Aprio Wealth Management from 13F filings

Historical chart of Aprio Wealth Management investment in Vale

Tip: Access up to 7 years of quarterly data

All positions including Vale held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vale by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 17k 12.19
2023-12-31 $282k 18k 15.86
2023-09-30 $143k 11k 13.40

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard World Fds Health Car Etf (VHT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Simplify Exchange Traded Fun Short Term Trea (TUA)
First Tr Exchange-traded Nasd Tech Div (TDIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Real Estate Etf (AVRE)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Vanguard World Fds Comm Srvc Etf (VOX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Microsoft Corporation (MSFT)

View all positions for Aprio Wealth Management

Top funds holding Vale

Goldman Sachs Group
T. Rowe Price Associates
Fisher Investments
Jpmorgan Chase & Co
UBS Group
Wellington Management Company
Lazard Asset Management
Itau Unibanco Holding
Rwc Asset Advisors
Millennium Management
Citadel Advisors
Bank of America Corporation
SPX Equities Gestao de Recursos
Investec Asset Management
Russell Investments

View all funds holding Vale