DWM
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Drive Wealth Management’s Valaris VAL Stock Holding History

Drive 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
2025
Q1 		– Sell
-9,054
Closed -$401K – 382
2024
Q4 		$401K Buy
9,054
+1,893
+26% +$91.1K 0.1% 162
2024
Q3 		$399K Buy
+7,161
New +$469K 0.1% 162

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Drive Wealth Management's VAL Position: Q1 2025 in Review

Drive Wealth Management sold out of Valaris (VAL) in Q1 2025, closing a stake of 9,054 shares — an estimated $401K sold.

Drive Wealth Management first reported a position in VAL in Q3 2024 and held it in 2 quarters. The position peaked at $401K in Q4 2024. 317 funds tracked by Wall St. Rank hold VAL as of Q1 2025.

  • Drive Wealth Management reported no remaining Valaris position as of Q1 2025 after selling out during the quarter.
  • Drive Wealth Management sold 9,054 Valaris shares in Q1 2025, an estimated $401K.
  • Drive Wealth Management first reported a position in Valaris in Q3 2024 and held it in 2 quarters.
  • Drive Wealth Management's Valaris position peaked at $401K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Valaris as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.