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Abound Wealth Management’s Valaris VAL Stock Holding History

Abound Wealth Management’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,663
Closed -$81.4K – 784
2022
Q3 		$81.4K Buy
+1,663
New +$79.7K 0.04% 71

Other funds holding VAL

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
LC
Lodbrok Capital London, United Kingdom $77.2M AUM 4.88% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Abound Wealth Management's VAL Position: Q4 2022 in Review

Abound Wealth Management sold out of Valaris (VAL) in Q4 2022, closing a stake of 1,663 shares — an estimated $81.4K sold.

Abound Wealth Management first reported a position in VAL in Q3 2022 and held it in 1 quarter. The position peaked at $81.4K in Q3 2022. 229 funds tracked by Wall St. Rank hold VAL as of Q4 2022.

  • Abound Wealth Management reported no remaining Valaris position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 1,663 Valaris shares in Q4 2022, an estimated $81.4K.
  • Abound Wealth Management first reported a position in Valaris in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's Valaris position peaked at $81.4K in Q3 2022.
  • 229 funds tracked by Wall St. Rank held Valaris as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.