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Beacon Pointe Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Beacon Pointe Wealth Advisors’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
2019
Q4 		$224K Buy
19,600
+9,600
+96% +$110K 0.04% 244
2019
Q3 		$109K Buy
+10,000
New +$107K 0.02% 251

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Beacon Pointe Wealth Advisors's VLY Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Valley National Bancorp (VLY) stake by 96% in Q4 2019, buying an estimated $110K and bringing the position to 19,600 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #244.

Beacon Pointe Wealth Advisors first reported a position in VLY in Q3 2019 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 19,600 shares of Valley National Bancorp worth $224K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 9,600 Valley National Bancorp shares in Q4 2019, an estimated $110K.
  • Valley National Bancorp made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #244 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Valley National Bancorp in Q3 2019 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.