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Valeo Financial Advisors’s NOV NOV Stock Holding History

Valeo Financial Advisors’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-139
Closed -$2K – 1355
2021
Q1 		$2K Buy
+139
New +$2.02K ﹤0.01% 1810
2020
Q3 		– Sell
-107
Closed -$1K – 1958
2020
Q2 		$1K Buy
+107
New +$1.31K ﹤0.01% 1920
2019
Q2 		– Sell
-56
Closed -$1.35K – 1627
2019
Q1 		$1K Buy
56
+41
+273% +$1.16K ﹤0.01% 1470
2018
Q4 		$0 Sell
15
-81
-84% -$2.8K ﹤0.01% 1643
2018
Q3 		$4K Buy
96
+60
+167% +$2.68K ﹤0.01% 1280
2018
Q2 		$2K Sell
36
-529
-94% -$21.4K ﹤0.01% 1361
2018
Q1 		$21K Sell
565
-504
-47% -$18.5K ﹤0.01% 700
2017
Q4 		$39K Buy
1,069
+69
+7% +$2.33K 0.01% 519
2017
Q3 		$36K Buy
+1,000
New +$32.7K 0.01% 461

Other funds holding NOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Valeo Financial Advisors's NOV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of NOV (NOV) in Q2 2021, closing a stake of 139 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in NOV in Q3 2017 and held it in 9 quarters. The position peaked at $39K in Q4 2017. 379 funds tracked by Wall St. Rank hold NOV as of Q2 2021.

  • Valeo Financial Advisors reported no remaining NOV position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 139 NOV shares in Q2 2021, an estimated $2K.
  • Valeo Financial Advisors first reported a position in NOV in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's NOV position peaked at $39K in Q4 2017.
  • 379 funds tracked by Wall St. Rank held NOV as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.