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Graves Light Lenhart Wealth’s Valley National Bancorp VLY Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-578
Closed -$6K – 592
2022
Q2 		$6K Hold
578
– – ﹤0.01% 530
2022
Q1 		$8K Hold
578
– – ﹤0.01% 562
2021
Q4 		$8K Hold
578
– – ﹤0.01% 629
2021
Q3 		$8K Hold
578
– – ﹤0.01% 609
2021
Q2 		$8K Hold
578
– – ﹤0.01% 587
2021
Q1 		$8K Hold
578
– – ﹤0.01% 604
2020
Q4 		$6K Buy
+578
New +$5.03K ﹤0.01% 610

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Graves Light Lenhart Wealth's VLY Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Valley National Bancorp (VLY) in Q3 2022, closing a stake of 578 shares — an estimated $6K sold.

Graves Light Lenhart Wealth first reported a position in VLY in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 331 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Valley National Bancorp position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 578 Valley National Bancorp shares in Q3 2022, an estimated $6K.
  • Graves Light Lenhart Wealth first reported a position in Valley National Bancorp in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Valley National Bancorp position peaked at $8K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.