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Garrett Wealth Advisory Group’s Valley National Bancorp VLY Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-220
Closed -$2.39K – 617
2019
Q3 		$2.39K Buy
+220
New +$2.35K ﹤0.01% 509

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Garrett Wealth Advisory Group's VLY Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Valley National Bancorp (VLY) in Q4 2019, closing a stake of 220 shares — an estimated $2.39K sold.

Garrett Wealth Advisory Group first reported a position in VLY in Q3 2019 and held it in 1 quarter. The position peaked at $2.39K in Q3 2019. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Valley National Bancorp position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 220 Valley National Bancorp shares in Q4 2019, an estimated $2.39K.
  • Garrett Wealth Advisory Group first reported a position in Valley National Bancorp in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Valley National Bancorp position peaked at $2.39K in Q3 2019.
  • 319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.