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Capital Performance Advisors’s Valley National Bancorp VLY Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,314
Closed -$11.9K – 2614
2024
Q3 		$11.9K Buy
+1,314
New +$10.7K ﹤0.01% 765

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's VLY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 1,314 shares — an estimated $11.9K sold.

Capital Performance Advisors first reported a position in VLY in Q3 2024 and held it in 1 quarter. The position peaked at $11.9K in Q3 2024. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,314 Valley National Bancorp shares in Q4 2024, an estimated $11.9K.
  • Capital Performance Advisors first reported a position in Valley National Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Valley National Bancorp position peaked at $11.9K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.