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

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foresight Wealth Management's VLY Position: Q4 2022 in Review

Foresight Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2022, closing a stake of 71,297 shares — an estimated $770K sold.

Foresight Wealth Management first reported a position in VLY in Q3 2020 and held it in 9 quarters. The position peaked at $804K in Q1 2022. 345 funds tracked by Wall St. Rank hold VLY as of Q4 2022.

Foresight Wealth Management reported no remaining Valley National Bancorp position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 71,297 Valley National Bancorp shares in Q4 2022, an estimated $770K.
Foresight Wealth Management first reported a position in Valley National Bancorp in Q3 2020 and held it in 9 quarters.
Foresight Wealth Management's Valley National Bancorp position peaked at $804K in Q1 2022.
345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.