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Vale shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Vale (VALE) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Vale

Tip: Access up to 7 years of quarterly data

All positions including Vale held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vale by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $192k 12k 15.86
2023-09-30 $161k 12k 13.40
2023-06-30 $158k 12k 13.42
2023-03-31 $212k 13k 15.78
2022-12-31 $229k 14k 16.97
2022-09-30 $139k 11k 13.27
2022-06-30 $150k 10k 14.62
2020-12-31 $89k 5.3k 16.73

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Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
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Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

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