CFS Investment Advisory Services’s Valley National Bancorp VLY Stock Holding History

CFS Investment Advisory Services’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 Q3	–	Sell	-10,339	Closed	-$80K	–	251
2023 Q2	$80K	Buy	+10,339	New	+$82.2K	0.01%	234
2022 Q3	–	Sell	-13,966	Closed	-$145K	–	361
2022 Q2	$145K	Sell	13,966 -167,344	-92%	-$1.99M	0.02%	204
2022 Q1	$14K	Buy	181,310 +167,384	+1,202%	+$2.33M	0.06%	141
2021 Q4	$194K	Buy	13,926 +78	+0.6%	+$1.08K	0.03%	213
2021 Q3	$184K	Buy	+13,848	New	+$179K	0.03%	197
2020 Q4	$134K	Buy	+13,721	New	+$119K	0.02%	174

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CFS Investment Advisory Services's VLY Position: Q3 2023 in Review

CFS Investment Advisory Services sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 10,339 shares — an estimated $80K sold.

CFS Investment Advisory Services first reported a position in VLY in Q4 2020 and held it in 6 quarters. The position peaked at $194K in Q4 2021. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

CFS Investment Advisory Services reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 10,339 Valley National Bancorp shares in Q3 2023, an estimated $80K.
CFS Investment Advisory Services first reported a position in Valley National Bancorp in Q4 2020 and held it in 6 quarters.
CFS Investment Advisory Services's Valley National Bancorp position peaked at $194K in Q4 2021.
323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on CFS Investment Advisory Services's 13F filing for Q3 2023, filed 14 Nov 2023.