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Accurate Wealth Management’s Valley National Bancorp VLY Stock Holding History

Accurate Wealth Management’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
2023
Q4 		– Sell
-11,279
Closed -$96.3K – 294
2023
Q3 		$96.3K Sell
11,279
-1,276
-10% -$11.6K 0.03% 264
2023
Q2 		$103K Buy
+12,555
New +$99.9K 0.03% 267
2023
Q1 		– Sell
-4,444
Closed -$49.1K – 1421
2022
Q4 		$49.1K Buy
+4,444
New +$52.3K 0.02% 459

Other funds holding VLY

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accurate Wealth Management's VLY Position: Q4 2023 in Review

Accurate Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 11,279 shares — an estimated $96.3K sold.

Accurate Wealth Management first reported a position in VLY in Q4 2022 and held it in 3 quarters. The position peaked at $103K in Q2 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Accurate Wealth Management reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 11,279 Valley National Bancorp shares in Q4 2023, an estimated $96.3K.
  • Accurate Wealth Management first reported a position in Valley National Bancorp in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Valley National Bancorp position peaked at $103K in Q2 2023.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Accurate Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.