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Capital Analysts LLC’s Valley National Bancorp VLY Stock Holding History

Capital Analysts LLC’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
2021
Q4 		– Sell
-1,055
Closed -$14K – 1038
2021
Q3 		$14K Buy
+1,055
New +$13.6K ﹤0.01% 753

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Analysts LLC's VLY Position: Q4 2021 in Review

Capital Analysts LLC sold out of Valley National Bancorp (VLY) in Q4 2021, closing a stake of 1,055 shares — an estimated $14K sold.

Capital Analysts LLC first reported a position in VLY in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2021.

  • Capital Analysts LLC reported no remaining Valley National Bancorp position as of Q4 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 1,055 Valley National Bancorp shares in Q4 2021, an estimated $14K.
  • Capital Analysts LLC first reported a position in Valley National Bancorp in Q3 2021 and held it in 1 quarter.
  • Capital Analysts LLC's Valley National Bancorp position peaked at $14K in Q3 2021.
  • 319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2021.

Based on Capital Analysts LLC's 13F filing for Q4 2021, filed 10 Feb 2022.