Belpointe Asset Management’s Valley National Bancorp VLY Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-7,990	Closed	-$73.8K	–	3298
2023 Q1	$73.8K	Buy	7,990 +1,114	+16%	+$12.3K	﹤0.01%	1481
2022 Q4	$77.8K	Buy	+6,876	New	+$80.9K	﹤0.01%	1376
2020 Q1	–	Sell	-11,030	Closed	-$126K	–	792
2019 Q4	$126K	Buy	11,030 +600	+6%	+$6.91K	0.02%	698
2019 Q3	$113K	Sell	10,430 -5,860	-36%	-$62.7K	0.02%	634
2019 Q2	$176K	Buy	+16,290	New	+$167K	0.03%	443

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's VLY Position: Q2 2023 in Review

Belpointe Asset Management sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 7,990 shares — an estimated $73.8K sold.

Belpointe Asset Management first reported a position in VLY in Q2 2019 and held it in 5 quarters. The position peaked at $176K in Q2 2019. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

Belpointe Asset Management reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 7,990 Valley National Bancorp shares in Q2 2023, an estimated $73.8K.
Belpointe Asset Management first reported a position in Valley National Bancorp in Q2 2019 and held it in 5 quarters.
Belpointe Asset Management's Valley National Bancorp position peaked at $176K in Q2 2019.
328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.