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Connectus Wealth’s Valley National Bancorp VLY Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-45,203
Closed -$491K – 521
2023
Q4 		$491K Hold
45,203
– – 0.01% 403
2023
Q3 		$387K Hold
45,203
– – 0.01% 408
2023
Q2 		$350K Hold
45,203
– – 0.01% 381
2023
Q1 		$418K Hold
45,203
– – 0.01% 357
2022
Q4 		$511K Hold
45,203
– – 0.01% 339
2022
Q3 		$488K Hold
45,203
– – 0.01% 408
2022
Q2 		$471K Buy
45,203
+356
+0.8% +$4.23K 0.01% 339
2022
Q1 		$617K Hold
44,847
– – 0.02% 291
2021
Q4 		$617K Buy
+44,847
New +$623K 0.02% 255

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connectus Wealth's VLY Position: Q1 2024 in Review

Connectus Wealth sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 45,203 shares — an estimated $491K sold.

Connectus Wealth first reported a position in VLY in Q4 2021 and held it in 9 quarters. The position peaked at $617K in Q1 2022. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

  • Connectus Wealth reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 45,203 Valley National Bancorp shares in Q1 2024, an estimated $491K.
  • Connectus Wealth first reported a position in Valley National Bancorp in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Valley National Bancorp position peaked at $617K in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.