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

Doyle 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	-27,310	Closed	-$376K	–	258
2021 Q4	$376K	Sell	27,310 -3,400	-11%	-$47.2K	0.03%	164
2021 Q3	$409K	Hold	30,710	–	–	0.03%	154
2021 Q2	$412K	Hold	30,710	–	–	0.03%	155
2021 Q1	$422K	Hold	30,710	–	–	0.04%	152
2020 Q4	$299K	Hold	30,710	–	–	0.03%	167
2020 Q3	$210K	Hold	30,710	–	–	0.02%	175
2020 Q2	$240K	Sell	30,710 -2,500	-8%	-$19.2K	0.03%	159
2020 Q1	$243K	Buy	+33,210	New	+$325K	0.04%	156

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Doyle Wealth Management sold out of Valley National Bancorp (VLY) in Q1 2022, closing a stake of 27,310 shares — an estimated $376K sold.

Doyle Wealth Management first reported a position in VLY in Q1 2020 and held it in 8 quarters. The position peaked at $422K in Q1 2021. 313 funds tracked by Wall St. Rank hold VLY as of Q1 2022.

Doyle Wealth Management reported no remaining Valley National Bancorp position as of Q1 2022 after selling out during the quarter.
Doyle Wealth Management sold 27,310 Valley National Bancorp shares in Q1 2022, an estimated $376K.
Doyle Wealth Management first reported a position in Valley National Bancorp in Q1 2020 and held it in 8 quarters.
Doyle Wealth Management's Valley National Bancorp position peaked at $422K in Q1 2021.
313 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2022.

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