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

Alterna 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
2020
Q3 		– Sell
-41,737
Closed -$326K – 112
2020
Q2 		$326K Buy
+41,737
New +$320K 0.39% 69

Other funds holding VLY

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alterna Wealth Management's VLY Position: Q3 2020 in Review

Alterna Wealth Management sold out of Valley National Bancorp (VLY) in Q3 2020, closing a stake of 41,737 shares — an estimated $326K sold.

Alterna Wealth Management first reported a position in VLY in Q2 2020 and held it in 1 quarter. The position peaked at $326K in Q2 2020. 290 funds tracked by Wall St. Rank hold VLY as of Q3 2020.

  • Alterna Wealth Management reported no remaining Valley National Bancorp position as of Q3 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 41,737 Valley National Bancorp shares in Q3 2020, an estimated $326K.
  • Alterna Wealth Management first reported a position in Valley National Bancorp in Q2 2020 and held it in 1 quarter.
  • Alterna Wealth Management's Valley National Bancorp position peaked at $326K in Q2 2020.
  • 290 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2020.

Based on Alterna Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.