APP
VLY icon

Avantax Planning Partners’s Valley National Bancorp VLY Stock Holding History

Avantax Planning Partners’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
2023
Q2 		– Sell
-13,589
Closed -$126K – 389
2023
Q1 		$126K Buy
13,589
+411
+3% +$4.55K 0.01% 364
2022
Q4 		$149K Hold
13,178
– – 0.01% 355
2022
Q3 		$142K Buy
+13,178
New +$152K 0.01% 332

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 Planning Partners's VLY Position: Q2 2023 in Review

Avantax Planning Partners sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 13,589 shares — an estimated $126K sold.

Avantax Planning Partners first reported a position in VLY in Q3 2022 and held it in 3 quarters. The position peaked at $149K in Q4 2022. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

  • Avantax Planning Partners reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 13,589 Valley National Bancorp shares in Q2 2023, an estimated $126K.
  • Avantax Planning Partners first reported a position in Valley National Bancorp in Q3 2022 and held it in 3 quarters.
  • Avantax Planning Partners's Valley National Bancorp position peaked at $149K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.