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Fiduciary Planning’s Valley National Bancorp VLY Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-5,709
Closed -$78K – 260
2021
Q1 		$78K Buy
5,709
+65
+1% +$783 0.12% 61
2020
Q4 		$55K Buy
5,644
+89
+2% +$774 0.08% 78
2020
Q3 		$38K Buy
+5,555
New +$41.3K 0.06% 71

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiduciary Planning's VLY Position: Q2 2021 in Review

Fiduciary Planning sold out of Valley National Bancorp (VLY) in Q2 2021, closing a stake of 5,709 shares — an estimated $78K sold.

Fiduciary Planning first reported a position in VLY in Q3 2020 and held it in 3 quarters. The position peaked at $78K in Q1 2021. 288 funds tracked by Wall St. Rank hold VLY as of Q2 2021.

  • Fiduciary Planning reported no remaining Valley National Bancorp position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 5,709 Valley National Bancorp shares in Q2 2021, an estimated $78K.
  • Fiduciary Planning first reported a position in Valley National Bancorp in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Valley National Bancorp position peaked at $78K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.