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Bartlett & Co Wealth Management’s Valley National Bancorp VLY Stock Holding History

Bartlett & Co 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
2020
Q2 		– Sell
-60
Closed -$445 – 891
2020
Q1 		$445 Buy
+60
New +$587 ﹤0.01% 821

Other funds holding VLY

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's VLY Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of Valley National Bancorp (VLY) in Q2 2020, closing a stake of 60 shares — an estimated $445 sold.

Bartlett & Co Wealth Management first reported a position in VLY in Q1 2020 and held it in 1 quarter. The position peaked at $445 in Q1 2020. 285 funds tracked by Wall St. Rank hold VLY as of Q2 2020.

  • Bartlett & Co Wealth Management reported no remaining Valley National Bancorp position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 60 Valley National Bancorp shares in Q2 2020, an estimated $445.
  • Bartlett & Co Wealth Management first reported a position in Valley National Bancorp in Q1 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Valley National Bancorp position peaked at $445 in Q1 2020.
  • 285 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.