Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Valaris VAL Stock Holding History

Northwestern Mutual 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
2024
Q4 		– Sell
-22
Closed -$1.23K – 3899
2024
Q3 		$1.23K Buy
+22
New +$1.44K ﹤0.01% 3206

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

Northwestern Mutual Wealth Management's VAL Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Valaris (VAL) in Q4 2024, closing a stake of 22 shares — an estimated $1.23K sold.

Northwestern Mutual Wealth Management first reported a position in VAL in Q3 2024 and held it in 1 quarter. The position peaked at $1.23K in Q3 2024. 315 funds tracked by Wall St. Rank hold VAL as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Valaris position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 22 Valaris shares in Q4 2024, an estimated $1.23K.
  • Northwestern Mutual Wealth Management first reported a position in Valaris in Q3 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Valaris position peaked at $1.23K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Valaris as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.