Valley National Advisers’s Pulmonx LUNG Stock Holding History

Valley National Advisers’s Portfolio LUNG Stock Details LUNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,000	Closed	-$6K	–	974
2024 Q2	$6K	Sell	1,000 -70	-7%	-$538	﹤0.01%	725
2024 Q1	$9K	Buy	+1,070	New	+$12.5K	﹤0.01%	671

Other funds holding LUNG

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Valley National Advisers's LUNG Position: Q3 2024 in Review

Valley National Advisers sold out of Pulmonx (LUNG) in Q3 2024, closing a stake of 1,000 shares — an estimated $6K sold.

Valley National Advisers first reported a position in LUNG in Q1 2024 and held it in 2 quarters. The position peaked at $9K in Q1 2024. 113 funds tracked by Wall St. Rank hold LUNG as of Q3 2024.

Valley National Advisers reported no remaining Pulmonx position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 1,000 Pulmonx shares in Q3 2024, an estimated $6K.
Valley National Advisers first reported a position in Pulmonx in Q1 2024 and held it in 2 quarters.
Valley National Advisers's Pulmonx position peaked at $9K in Q1 2024.
113 funds tracked by Wall St. Rank held Pulmonx as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.