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Avantax Advisory Services’s Valley National Bancorp VLY Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-10,115
Closed -$69K – 1347
2020
Q3 		$69K Buy
+10,115
New +$75.1K ﹤0.01% 1324

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
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
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

Avantax Advisory Services's VLY Position: Q4 2020 in Review

Avantax Advisory Services sold out of Valley National Bancorp (VLY) in Q4 2020, closing a stake of 10,115 shares — an estimated $69K sold.

Avantax Advisory Services first reported a position in VLY in Q3 2020 and held it in 1 quarter. The position peaked at $69K in Q3 2020. 285 funds tracked by Wall St. Rank hold VLY as of Q4 2020.

  • Avantax Advisory Services reported no remaining Valley National Bancorp position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 10,115 Valley National Bancorp shares in Q4 2020, an estimated $69K.
  • Avantax Advisory Services first reported a position in Valley National Bancorp in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Valley National Bancorp position peaked at $69K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.