IFP Advisors’s Valaris VAL Stock Holding History

IFP 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
2026 Q1	$6.76K	Buy	69 +52	+306%	+$4.05K	﹤0.01%	3365
2025 Q4	$857	Buy	17 +4	+31%	+$215	﹤0.01%	4118
2025 Q3	$634	Hold	13	–	–	﹤0.01%	4105
2025 Q2	$547	Sell	13 -1	-7%	-$38	﹤0.01%	4409
2025 Q1	$550	Sell	14 -36	-72%	-$1.54K	﹤0.01%	3445
2024 Q4	$2.21K	Sell	50 -7	-12%	-$337	﹤0.01%	3071
2024 Q3	$3.18K	Buy	57 +40	+235%	+$2.62K	﹤0.01%	2803
2024 Q2	$1.27K	Hold	17	–	–	﹤0.01%	2936
2024 Q1	$1.28K	Buy	+17	New	+$1.14K	﹤0.01%	2799
2023 Q2	–	Sell	-50	Closed	-$1.19K	–	3583
2023 Q1	$1.19K	Buy	50 +41	+456%	+$2.86K	﹤0.01%	3051
2022 Q4	$1K	Sell	9 -311	-97%	-$19.4K	﹤0.01%	4497
2022 Q3	$8K	Hold	320	–	–	﹤0.01%	3812
2022 Q2	$8K	Hold	320	–	–	﹤0.01%	3561
2022 Q1	$8K	Buy	+320	New	+$13.9K	﹤0.01%	3560

Other funds holding VAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return