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

Altium 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
2022 Q2	$393K	Buy	37,784 +2,181	+6%	+$25.9K	0.03%	270
2022 Q1	$464K	Buy	35,603 +23,120	+185%	+$322K	0.03%	267
2021 Q4	$172K	Buy	12,483 +1,781	+17%	+$24.7K	0.01%	372
2021 Q3	$142K	Buy	+10,702	New	+$138K	0.01%	363
2020 Q3	–	Sell	-10,271	Closed	-$80K	–	349
2020 Q2	$80K	Sell	10,271 -143	-1%	-$1.1K	0.01%	316
2020 Q1	$76K	Buy	+10,414	New	+$102K	0.01%	312

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Altium Wealth Management's VLY Position: Q2 2022 in Review

Altium Wealth Management increased its Valley National Bancorp (VLY) stake by 6.1% in Q2 2022, buying an estimated $25.9K and bringing the position to 37,784 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #270.

Altium Wealth Management first reported a position in VLY in Q1 2020 and has held it in 6 quarters since. The position peaked at $464K in Q1 2022. 344 funds tracked by Wall St. Rank hold VLY as of Q2 2022.

Altium Wealth Management held 37,784 shares of Valley National Bancorp worth $393K as of Q2 2022.
Altium Wealth Management bought 2,181 Valley National Bancorp shares in Q2 2022, an estimated $25.9K.
Valley National Bancorp made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #270 holding.
Altium Wealth Management first reported a position in Valley National Bancorp in Q1 2020 and has held it in 6 quarters since.
Altium Wealth Management's Valley National Bancorp position peaked at $464K in Q1 2022.
344 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2022.

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