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CSat Investment Advisory’s Valley National Bancorp VLY Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,549
Closed -$11K – 950
2020
Q3 		$11K Buy
1,549
+211
+16% +$1.57K ﹤0.01% 1027
2020
Q2 		$10K Buy
1,338
+70
+6% +$537 ﹤0.01% 1048
2020
Q1 		$9K Buy
1,268
+226
+22% +$2.21K ﹤0.01% 946
2019
Q4 		$12K Buy
1,042
+130
+14% +$1.5K ﹤0.01% 947
2019
Q3 		$10K Buy
912
+130
+17% +$1.39K ﹤0.01% 936
2019
Q2 		$8K Buy
+782
New +$8.02K ﹤0.01% 974

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CSat Investment Advisory's VLY Position: Q4 2020 in Review

CSat Investment Advisory sold out of Valley National Bancorp (VLY) in Q4 2020, closing a stake of 1,549 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in VLY in Q2 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 286 funds tracked by Wall St. Rank hold VLY as of Q4 2020.

  • CSat Investment Advisory reported no remaining Valley National Bancorp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,549 Valley National Bancorp shares in Q4 2020, an estimated $11K.
  • CSat Investment Advisory first reported a position in Valley National Bancorp in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Valley National Bancorp position peaked at $12K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.