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

Foresight 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
2022
Q4 		– Sell
-71,297
Closed -$770K – 104
2022
Q3 		$770K Buy
71,297
+4,284
+6% +$49.4K 0.18% 52
2022
Q2 		$698K Buy
67,013
+5,246
+8% +$62.3K 0.14% 61
2022
Q1 		$804K Buy
61,767
+10,147
+20% +$141K 0.15% 58
2021
Q4 		$710K Buy
51,620
+947
+2% +$13.1K 0.01% 61
2021
Q3 		$674K Sell
50,673
-5,043
-9% -$65.1K 0.14% 57
2021
Q2 		$748K Buy
55,716
+4,833
+9% +$67.5K 0.17% 61
2021
Q1 		$699K Buy
50,883
+7,965
+19% +$96K 0.18% 56
2020
Q4 		$418K Buy
42,918
+21,200
+98% +$184K 0.11% 75
2020
Q3 		$149K Buy
+21,718
New +$161K 0.05% 89

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State Street
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Wellington Management Group
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American Century Companies
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Geode Capital Management
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Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return