Planned Solutions’s Valaris VAL Stock Holding History

Planned Solutions’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	-152	Closed	-$8.47K	–	608
2024 Q3	$8.47K	Buy	+152	New	+$9.96K	﹤0.01%	462
2024 Q1	–	Sell	-152	Closed	-$10.4K	–	525
2023 Q4	$10.4K	Buy	+152	New	+$10.4K	﹤0.01%	418

Other funds holding VAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's VAL Position: Q4 2024 in Review

Planned Solutions sold out of Valaris (VAL) in Q4 2024, closing a stake of 152 shares — an estimated $8.47K sold.

Planned Solutions first reported a position in VAL in Q4 2023 and held it in 2 quarters. The position peaked at $10.4K in Q4 2023. 315 funds tracked by Wall St. Rank hold VAL as of Q4 2024.

Planned Solutions reported no remaining Valaris position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 152 Valaris shares in Q4 2024, an estimated $8.47K.
Planned Solutions first reported a position in Valaris in Q4 2023 and held it in 2 quarters.
Planned Solutions's Valaris position peaked at $10.4K in Q4 2023.
315 funds tracked by Wall St. Rank held Valaris as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.