Atlas Private Wealth Management’s Valley National Bancorp VLY Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-556	Closed	-$8K	–	365
2021 Q1	$8K	Buy	556 +6	+1%	+$72	0.01%	328
2020 Q4	$5K	Buy	550 +9	+2%	+$78	﹤0.01%	339
2020 Q3	$4K	Buy	541 +7	+1%	+$52	﹤0.01%	362
2020 Q2	$4K	Buy	534 +9	+2%	+$69	﹤0.01%	400
2020 Q1	$4K	Buy	525 +5	+1%	+$49	﹤0.01%	384
2019 Q4	$6K	Buy	+520	New	+$5.98K	﹤0.01%	389

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Atlas Private Wealth Management's VLY Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Valley National Bancorp (VLY) in Q2 2021, closing a stake of 556 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in VLY in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q1 2021. 288 funds tracked by Wall St. Rank hold VLY as of Q2 2021.

Atlas Private Wealth Management reported no remaining Valley National Bancorp position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 556 Valley National Bancorp shares in Q2 2021, an estimated $8K.
Atlas Private Wealth Management first reported a position in Valley National Bancorp in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Valley National Bancorp position peaked at $8K in Q1 2021.
288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.