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Buck Wealth Strategies’s Valley National Bancorp VLY Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-432
Closed -$3.7K – 328
2023
Q3 		$3.7K Hold
432
– – ﹤0.01% 261
2023
Q2 		$3.35K Hold
432
– – ﹤0.01% 210
2023
Q1 		$3.99K Buy
+432
New +$4.78K ﹤0.01% 139

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Buck Wealth Strategies's VLY Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 432 shares — an estimated $3.7K sold.

Buck Wealth Strategies first reported a position in VLY in Q1 2023 and held it in 3 quarters. The position peaked at $3.99K in Q1 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 432 Valley National Bancorp shares in Q4 2023, an estimated $3.7K.
  • Buck Wealth Strategies first reported a position in Valley National Bancorp in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Valley National Bancorp position peaked at $3.99K in Q1 2023.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.