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Insight Wealth Strategies’s Valaris VAL Stock Holding History

Insight Wealth Strategies’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
2024
Q4 		– Sell
-9,174
Closed -$511K – 175
2024
Q3 		$511K Buy
9,174
+1,729
+23% +$113K 0.07% 128
2024
Q2 		$555K Buy
7,445
+326
+5% +$23.6K 0.08% 127
2024
Q1 		$536K Buy
7,119
+210
+3% +$14.1K 0.08% 130
2023
Q4 		$474K Buy
6,909
+416
+6% +$28.5K 0.08% 131
2023
Q3 		$487K Buy
6,493
+257
+4% +$18.9K 0.09% 114
2023
Q2 		$392K Sell
6,236
-12
-0.2% -$723 0.08% 117
2023
Q1 		$406K Sell
6,248
-57
-0.9% -$3.97K 0.08% 116
2022
Q4 		$426K Buy
+6,305
New +$393K 0.08% 109

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Wealth Strategies's VAL Position: Q4 2024 in Review

Insight Wealth Strategies sold out of Valaris (VAL) in Q4 2024, closing a stake of 9,174 shares — an estimated $511K sold.

Insight Wealth Strategies first reported a position in VAL in Q4 2022 and held it in 8 quarters. The position peaked at $555K in Q2 2024. 315 funds tracked by Wall St. Rank hold VAL as of Q4 2024.

  • Insight Wealth Strategies reported no remaining Valaris position as of Q4 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 9,174 Valaris shares in Q4 2024, an estimated $511K.
  • Insight Wealth Strategies first reported a position in Valaris in Q4 2022 and held it in 8 quarters.
  • Insight Wealth Strategies's Valaris position peaked at $555K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Valaris as of Q4 2024.

Based on Insight Wealth Strategies's 13F filing for Q4 2024, filed 6 Jan 2025.