GPFA
VLY icon

Game Plan Financial Advisors’s Valley National Bancorp VLY Stock Holding History

Game Plan Financial 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
2024
Q2 		– Sell
-1,000
Closed -$7.96K – 422
2024
Q1 		$7.96K Hold
1,000
– – ﹤0.01% 279
2023
Q4 		$10.9K Buy
+1,000
New +$8.97K 0.01% 244

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Game Plan Financial Advisors's VLY Position: Q2 2024 in Review

Game Plan Financial Advisors sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 1,000 shares — an estimated $7.96K sold.

Game Plan Financial Advisors first reported a position in VLY in Q4 2023 and held it in 2 quarters. The position peaked at $10.9K in Q4 2023. 353 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • Game Plan Financial Advisors reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
  • Game Plan Financial Advisors sold 1,000 Valley National Bancorp shares in Q2 2024, an estimated $7.96K.
  • Game Plan Financial Advisors first reported a position in Valley National Bancorp in Q4 2023 and held it in 2 quarters.
  • Game Plan Financial Advisors's Valley National Bancorp position peaked at $10.9K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Game Plan Financial Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.