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

EPG 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
2020
Q2 		– Sell
-1,126
Closed -$8K – 748
2020
Q1 		$8K Buy
1,126
+11
+1% +$108 0.01% 524
2019
Q4 		$13K Buy
+1,115
New +$12.8K 0.01% 403

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EPG Wealth Management's VLY Position: Q2 2020 in Review

EPG Wealth Management sold out of Valley National Bancorp (VLY) in Q2 2020, closing a stake of 1,126 shares — an estimated $8K sold.

EPG Wealth Management first reported a position in VLY in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 285 funds tracked by Wall St. Rank hold VLY as of Q2 2020.

  • EPG Wealth Management reported no remaining Valley National Bancorp position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,126 Valley National Bancorp shares in Q2 2020, an estimated $8K.
  • EPG Wealth Management first reported a position in Valley National Bancorp in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Valley National Bancorp position peaked at $13K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.