Question 1

How many shares of SVAL does Waverly Advisors, LLC own?

Accepted Answer

Waverly Advisors, LLC previously held 0 shares of SVAL (ISHARES TR) before exiting the position in 2024-Q2.

Question 2

What is Waverly Advisors, LLC's SVAL position worth?

Accepted Answer

Waverly Advisors, LLC's SVAL position was last reported at $0 in 2024-Q2 before the exit.

Question 3

Is Waverly Advisors, LLC buying or selling SVAL?

Accepted Answer

In 2024-Q2, Waverly Advisors, LLC exited their SVAL position entirely (-100.0% change in shares).

Question 4

When did Waverly Advisors, LLC first buy SVAL?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in SVAL in 2022-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$28.32	0
2024-Q1	Unchanged	14,981	0.0%	$458,715	0.0%	$29.48	0
2023-Q4	Decreased	14,981	-0.1%	$461,427	0.0%	$29.50	0
2023-Q3	Unchanged	14,988	0.0%	$395,634	0.0%	$25.12	0
2023-Q2	Decreased	14,988	-5.2%	$400,027	0.0%	$25.33	0
2023-Q1	Decreased	15,803	-96.7%	$420,518	0.0%	$24.64	0
2022-Q4	Decreased	483,975	-0.3%	$13.6M	0.8%	$26.27	0
2022-Q3	New	485,183	-	$12.5M	0.9%	$24.04	54

SVAL8 quarters

SVAL
8 quarters