Crewe Advisors’s Valley National Bancorp VLY Stock Holding History

Crewe 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
2023 Q4	–	Sell	-15	Closed	-$129	–	693
2023 Q3	$129	Buy	+15	New	+$136	﹤0.01%	506

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Crewe Advisors's VLY Position: Q4 2023 in Review

Crewe Advisors sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 15 shares — an estimated $129 sold.

Crewe Advisors first reported a position in VLY in Q3 2023 and held it in 1 quarter. The position peaked at $129 in Q3 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

Crewe Advisors reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 15 Valley National Bancorp shares in Q4 2023, an estimated $129.
Crewe Advisors first reported a position in Valley National Bancorp in Q3 2023 and held it in 1 quarter.
Crewe Advisors's Valley National Bancorp position peaked at $129 in Q3 2023.
335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.