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Aaron Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Aaron Wealth Advisors’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-778
Closed -$10.1K – 828
2022
Q1 		$10.1K Buy
+778
New +$10.8K ﹤0.01% 799

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aaron Wealth Advisors's VLY Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Valley National Bancorp (VLY) in Q2 2022, closing a stake of 778 shares — an estimated $10.1K sold.

Aaron Wealth Advisors first reported a position in VLY in Q1 2022 and held it in 1 quarter. The position peaked at $10.1K in Q1 2022. 344 funds tracked by Wall St. Rank hold VLY as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Valley National Bancorp position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 778 Valley National Bancorp shares in Q2 2022, an estimated $10.1K.
  • Aaron Wealth Advisors first reported a position in Valley National Bancorp in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Valley National Bancorp position peaked at $10.1K in Q1 2022.
  • 344 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.