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Financial Gravity Asset Management’s Valley National Bancorp VLY Stock Holding History

Financial Gravity Asset 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
2021
Q3 		– Sell
-2
Closed -$13K – 1012
2021
Q2 		$13K Buy
+2
New +$28 ﹤0.01% 883

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

Financial Gravity Asset Management's VLY Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Valley National Bancorp (VLY) in Q3 2021, closing a stake of 2 shares — an estimated $13K sold.

Financial Gravity Asset Management first reported a position in VLY in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 307 funds tracked by Wall St. Rank hold VLY as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Valley National Bancorp position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Valley National Bancorp shares in Q3 2021, an estimated $13K.
  • Financial Gravity Asset Management first reported a position in Valley National Bancorp in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's Valley National Bancorp position peaked at $13K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.