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Circle Wealth Management’s Valley National Bancorp VLY Stock Holding History

Circle Wealth 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
2022
Q1 		– Sell
-9,210
Closed -$127K – 203
2021
Q4 		$127K Buy
+9,210
New +$128K 0.02% 195

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Circle Wealth Management's VLY Position: Q1 2022 in Review

Circle Wealth Management sold out of Valley National Bancorp (VLY) in Q1 2022, closing a stake of 9,210 shares — an estimated $127K sold.

Circle Wealth Management first reported a position in VLY in Q4 2021 and held it in 1 quarter. The position peaked at $127K in Q4 2021. 314 funds tracked by Wall St. Rank hold VLY as of Q1 2022.

  • Circle Wealth Management reported no remaining Valley National Bancorp position as of Q1 2022 after selling out during the quarter.
  • Circle Wealth Management sold 9,210 Valley National Bancorp shares in Q1 2022, an estimated $127K.
  • Circle Wealth Management first reported a position in Valley National Bancorp in Q4 2021 and held it in 1 quarter.
  • Circle Wealth Management's Valley National Bancorp position peaked at $127K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2022.

Based on Circle Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.