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

ARS 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
2015
Q4 		– Sell
-10,000
Closed -$98K – 81
2015
Q3 		$98K Buy
+10,000
New +$98.4K 0.05% 74

Other funds holding VLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ARS Wealth Advisors's VLY Position: Q4 2015 in Review

ARS Wealth Advisors sold out of Valley National Bancorp (VLY) in Q4 2015, closing a stake of 10,000 shares — an estimated $98K sold.

ARS Wealth Advisors first reported a position in VLY in Q3 2015 and held it in 1 quarter. The position peaked at $98K in Q3 2015. 226 funds tracked by Wall St. Rank hold VLY as of Q4 2015.

  • ARS Wealth Advisors reported no remaining Valley National Bancorp position as of Q4 2015 after selling out during the quarter.
  • ARS Wealth Advisors sold 10,000 Valley National Bancorp shares in Q4 2015, an estimated $98K.
  • ARS Wealth Advisors first reported a position in Valley National Bancorp in Q3 2015 and held it in 1 quarter.
  • ARS Wealth Advisors's Valley National Bancorp position peaked at $98K in Q3 2015.
  • 226 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2015.

Based on ARS Wealth Advisors's 13F filing for Q4 2015, filed 11 Jun 2021.