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

Drive 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
2023
Q4 		– Sell
-15,451
Closed -$134K – 326
2023
Q3 		$134K Sell
15,451
-6,736
-30% -$61.1K 0.05% 252
2023
Q2 		$174K Sell
22,187
-3,583
-14% -$28.5K 0.06% 254
2023
Q1 		$241K Sell
25,770
-3,487
-12% -$38.6K 0.1% 219
2022
Q4 		$334K Buy
+29,257
New +$344K 0.17% 147

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Drive Wealth Management's VLY Position: Q4 2023 in Review

Drive Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 15,451 shares — an estimated $134K sold.

Drive Wealth Management first reported a position in VLY in Q4 2022 and held it in 4 quarters. The position peaked at $334K in Q4 2022. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Drive Wealth Management reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Drive Wealth Management sold 15,451 Valley National Bancorp shares in Q4 2023, an estimated $134K.
  • Drive Wealth Management first reported a position in Valley National Bancorp in Q4 2022 and held it in 4 quarters.
  • Drive Wealth Management's Valley National Bancorp position peaked at $334K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.