Baldwin Wealth Partners’s Valley National Bancorp VLY Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-3,000	Closed	-$27.2K	–	998
2024 Q3	$27.2K	Hold	3,000	–	–	﹤0.01%	650
2024 Q2	$20.9K	Hold	3,000	–	–	﹤0.01%	455
2024 Q1	$23.9K	Hold	3,000	–	–	﹤0.01%	463
2023 Q4	$32.6K	Hold	3,000	–	–	﹤0.01%	434
2023 Q3	$25.7K	Hold	3,000	–	–	﹤0.01%	481
2023 Q2	$23.3K	Hold	3,000	–	–	﹤0.01%	517
2023 Q1	$27.7K	Hold	3,000	–	–	﹤0.01%	509
2022 Q4	$33.9K	Hold	3,000	–	–	﹤0.01%	472
2022 Q3	$32K	Hold	3,000	–	–	﹤0.01%	392
2022 Q2	$31K	Hold	3,000	–	–	﹤0.01%	420
2022 Q1	$39K	Hold	3,000	–	–	﹤0.01%	408
2021 Q4	$41K	Hold	3,000	–	–	﹤0.01%	375
2021 Q3	$40K	Hold	3,000	–	–	﹤0.01%	376
2021 Q2	$40K	Hold	3,000	–	–	﹤0.01%	386
2021 Q1	$41K	Hold	3,000	–	–	﹤0.01%	365
2020 Q4	$29K	Sell	3,000 -2,000	-40%	-$17.4K	﹤0.01%	372
2020 Q3	$34K	Hold	5,000	–	–	﹤0.01%	337
2020 Q2	$39K	Hold	5,000	–	–	0.01%	323
2020 Q1	$37K	Hold	5,000	–	–	0.01%	310
2019 Q4	$57K	Hold	5,000	–	–	0.01%	300
2019 Q3	$54K	Hold	5,000	–	–	0.01%	295
2019 Q2	$54K	Hold	5,000	–	–	0.01%	297
2019 Q1	$48K	Hold	5,000	–	–	0.01%	308
2018 Q4	$44K	Buy	+5,000	New	+$50.5K	0.01%	302

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baldwin Wealth Partners's VLY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 3,000 shares — an estimated $27.2K sold.

Baldwin Wealth Partners first reported a position in VLY in Q4 2018 and held it in 24 quarters. The position peaked at $57K in Q4 2019. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

Baldwin Wealth Partners reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 3,000 Valley National Bancorp shares in Q4 2024, an estimated $27.2K.
Baldwin Wealth Partners first reported a position in Valley National Bancorp in Q4 2018 and held it in 24 quarters.
Baldwin Wealth Partners's Valley National Bancorp position peaked at $57K in Q4 2019.
375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.