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Clearview Wealth Advisors’s Valaris VAL Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-34
Closed -$2.14K – 616
2023
Q2 		$2.14K Hold
34
– – ﹤0.01% 524
2023
Q1 		$2.21K Hold
34
– – ﹤0.01% 507
2022
Q4 		$2.3K Hold
34
– – ﹤0.01% 470
2022
Q3 		$2K Hold
34
– – ﹤0.01% 505
2022
Q2 		$1K Hold
34
– – ﹤0.01% 563
2022
Q1 		$2K Hold
34
– – ﹤0.01% 538
2021
Q4 		$1K Buy
+34
New +$1.18K ﹤0.01% 667

Other funds holding VAL

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
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LC
Lodbrok Capital London, United Kingdom $77.2M AUM 4.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Clearview Wealth Advisors's VAL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Valaris (VAL) in Q3 2023, closing a stake of 34 shares — an estimated $2.14K sold.

Clearview Wealth Advisors first reported a position in VAL in Q4 2021 and held it in 7 quarters. The position peaked at $2.3K in Q4 2022. 290 funds tracked by Wall St. Rank hold VAL as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Valaris position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 34 Valaris shares in Q3 2023, an estimated $2.14K.
  • Clearview Wealth Advisors first reported a position in Valaris in Q4 2021 and held it in 7 quarters.
  • Clearview Wealth Advisors's Valaris position peaked at $2.3K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Valaris as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.