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Gradient Investments’s Valley National Bancorp VLY Stock Holding History

Gradient Investments’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
2021
Q3 		– Sell
-192
Closed -$3K – 1260
2021
Q2 		$3K Sell
192
-676
-78% -$9.44K ﹤0.01% 971
2021
Q1 		$12K Sell
868
-23
-3% -$277 ﹤0.01% 733
2020
Q4 		$6K Sell
891
-407
-31% -$3.54K ﹤0.01% 792
2020
Q3 		$9K Hold
1,298
– – ﹤0.01% 734
2020
Q2 		$10K Sell
1,298
-19
-1% -$146 ﹤0.01% 649
2020
Q1 		$10K Sell
1,317
-143
-10% -$1.4K ﹤0.01% 656
2019
Q4 		$17K Sell
1,460
-295
-17% -$3.4K ﹤0.01% 594
2019
Q3 		$19K Sell
1,755
-356
-17% -$3.81K ﹤0.01% 538
2019
Q2 		$23K Sell
2,111
-899
-30% -$9.21K ﹤0.01% 497
2019
Q1 		$29K Sell
3,010
-998
-25% -$10.2K ﹤0.01% 403
2018
Q4 		$36K Sell
4,008
-763,781
-99% -$7.71M ﹤0.01% 385
2018
Q3 		$8.64M Buy
767,789
+50,104
+7% +$605K 0.44% 65
2018
Q2 		$8.73M Buy
717,685
+23,975
+3% +$302K 0.47% 49
2018
Q1 		$8.64M Buy
693,710
+51,050
+8% +$637K 0.47% 45
2017
Q4 		$7.21M Buy
642,660
+49,486
+8% +$574K 0.42% 70
2017
Q3 		$7.15M Buy
+593,174
New +$6.83M 0.46% 55

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gradient Investments's VLY Position: Q3 2021 in Review

Gradient Investments sold out of Valley National Bancorp (VLY) in Q3 2021, closing a stake of 192 shares — an estimated $3K sold.

Gradient Investments first reported a position in VLY in Q3 2017 and held it in 16 quarters. The position peaked at $8.73M in Q2 2018. 307 funds tracked by Wall St. Rank hold VLY as of Q3 2021.

  • Gradient Investments reported no remaining Valley National Bancorp position as of Q3 2021 after selling out during the quarter.
  • Gradient Investments sold 192 Valley National Bancorp shares in Q3 2021, an estimated $3K.
  • Gradient Investments first reported a position in Valley National Bancorp in Q3 2017 and held it in 16 quarters.
  • Gradient Investments's Valley National Bancorp position peaked at $8.73M in Q2 2018.
  • 307 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.