AP
VLY icon

Atwood & Palmer’s Valley National Bancorp VLY Stock Holding History

Atwood & Palmer’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 		– Sell
-340
Closed -$4K – 452
2022
Q1 		$4K Hold
340
– – ﹤0.01% 409
2021
Q4 		$5K Hold
340
– – ﹤0.01% 404
2021
Q3 		$5K Hold
340
– – ﹤0.01% 384
2021
Q2 		$5K Hold
340
– – ﹤0.01% 370
2021
Q1 		$5K Buy
+340
New +$4.1K ﹤0.01% 388

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atwood & Palmer's VLY Position: Q2 2022 in Review

Atwood & Palmer sold out of Valley National Bancorp (VLY) in Q2 2022, closing a stake of 340 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in VLY in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 344 funds tracked by Wall St. Rank hold VLY as of Q2 2022.

  • Atwood & Palmer reported no remaining Valley National Bancorp position as of Q2 2022 after selling out during the quarter.
  • Atwood & Palmer sold 340 Valley National Bancorp shares in Q2 2022, an estimated $4K.
  • Atwood & Palmer first reported a position in Valley National Bancorp in Q1 2021 and held it in 5 quarters.
  • Atwood & Palmer's Valley National Bancorp position peaked at $5K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.