SSWM
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Sheets Smith Wealth Management’s Valaris VAL Stock Holding History

Sheets Smith 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
Q2 		– Sell
-5,373
Closed -$404K – 404
2024
Q1 		$404K Hold
5,373
– – 0.05% 287
2023
Q4 		$368K Buy
5,373
+52
+1% +$3.56K 0.05% 265
2023
Q3 		$399K Sell
5,321
-377
-7% -$27.7K 0.06% 229
2023
Q2 		$359K Buy
+5,698
New +$343K 0.05% 258

Other funds holding VAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.04B AUM 91.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
LC
Lodbrok Capital London, United Kingdom $77.2M AUM 4.88% 1-Year Est. Return