FinTrust Capital Advisors’s Valley National Bancorp VLY Stock Holding History

FinTrust Capital Advisors’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 Q4	–	Sell	-9,400	Closed	-$111K	–	1286
2022 Q3	$111K	Sell	9,400 -1,110	-11%	-$12.8K	0.03%	353
2022 Q2	$115K	Hold	10,510	–	–	0.03%	368
2022 Q1	$137K	Hold	10,510	–	–	0.03%	355
2021 Q4	$145K	Hold	10,510	–	–	0.03%	346
2021 Q3	$140K	Hold	10,510	–	–	0.04%	335
2021 Q2	$141K	Hold	10,510	–	–	0.04%	346
2021 Q1	$144K	Sell	10,510 -25,000	-70%	-$301K	0.04%	331
2020 Q4	$344K	Buy	35,510 +25,000	+238%	+$217K	0.11%	162
2020 Q3	$72	Hold	10,510	–	–	0.01%	424
2020 Q2	$82K	Sell	10,510 -1,600	-13%	-$12.3K	0.03%	374
2020 Q1	$89K	Buy	12,110 +10,510	+657%	+$103K	0.04%	304
2019 Q4	$18K	Buy	+1,600	New	+$18.4K	0.01%	660

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FinTrust Capital Advisors's VLY Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Valley National Bancorp (VLY) in Q4 2022, closing a stake of 9,400 shares — an estimated $111K sold.

FinTrust Capital Advisors first reported a position in VLY in Q4 2019 and held it in 12 quarters. The position peaked at $344K in Q4 2020. 345 funds tracked by Wall St. Rank hold VLY as of Q4 2022.

FinTrust Capital Advisors reported no remaining Valley National Bancorp position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 9,400 Valley National Bancorp shares in Q4 2022, an estimated $111K.
FinTrust Capital Advisors first reported a position in Valley National Bancorp in Q4 2019 and held it in 12 quarters.
FinTrust Capital Advisors's Valley National Bancorp position peaked at $344K in Q4 2020.
345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.