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WR Wealth Planners’s Valaris VAL Stock Holding History

WR Wealth Planners’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 		$2.83K Hold
64
– – ﹤0.01% 794
2024
Q3 		$3.57K Hold
64
– – ﹤0.01% 798
2024
Q2 		$4.77K Hold
64
– – ﹤0.01% 727
2024
Q1 		$4.82K Buy
+64
New +$4.29K ﹤0.01% 728

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 $4.67B AUM 70.24% 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

WR Wealth Planners's VAL Position: Q4 2024 in Review

WR Wealth Planners held its Valaris (VAL) position steady in Q4 2024 at 64 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

WR Wealth Planners first reported a position in VAL in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.82K in Q1 2024. 315 funds tracked by Wall St. Rank hold VAL as of Q4 2024.

  • WR Wealth Planners held 64 shares of Valaris worth $2.83K as of Q4 2024.
  • WR Wealth Planners left its Valaris share count unchanged in Q4 2024.
  • Valaris made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #794 holding.
  • WR Wealth Planners first reported a position in Valaris in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Valaris position peaked at $4.82K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Valaris as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.