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Gladstone Institutional Advisory’s Valley National Bancorp VLY Stock Holding History

Gladstone Institutional Advisory’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
2023
Q1 		– Sell
-23,464
Closed -$265K – 717
2022
Q4 		$265K Hold
23,464
– – 0.02% 530
2022
Q3 		$253K Hold
23,464
– – 0.02% 537
2022
Q2 		$244K Hold
23,464
– – 0.02% 557
2022
Q1 		$306K Buy
+23,464
New +$327K 0.02% 544

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gladstone Institutional Advisory's VLY Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Valley National Bancorp (VLY) in Q1 2023, closing a stake of 23,464 shares — an estimated $265K sold.

Gladstone Institutional Advisory first reported a position in VLY in Q1 2022 and held it in 4 quarters. The position peaked at $306K in Q1 2022. 332 funds tracked by Wall St. Rank hold VLY as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Valley National Bancorp position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 23,464 Valley National Bancorp shares in Q1 2023, an estimated $265K.
  • Gladstone Institutional Advisory first reported a position in Valley National Bancorp in Q1 2022 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Valley National Bancorp position peaked at $306K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.