Greenwich Wealth Management’s Valley National Bancorp VLY Stock Holding History

Greenwich Wealth Management’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 Q4	–	Sell	-10,449	Closed	-$95K	–	264
2024 Q3	$95K	Buy	+10,449	New	+$84.9K	0.01%	241
2023 Q4	–	Sell	-11,182	Closed	-$96K	–	242
2023 Q3	$96K	Buy	11,182 +116	+1%	+$1.05K	0.01%	219
2023 Q2	$86K	Buy	+11,066	New	+$88K	0.01%	225
2019 Q3	–	Sell	-10,790	Closed	-$116K	–	203
2019 Q2	$116K	Buy	+10,790	New	+$111K	0.02%	192
2018 Q2	–	Sell	-13,177	Closed	-$164K	–	188
2018 Q1	$164K	Buy	+13,177	New	+$164K	0.03%	164
2017 Q4	–	Sell	-10,879	Closed	-$131K	–	197
2017 Q3	$131K	Buy	+10,879	New	+$125K	0.02%	172

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greenwich Wealth Management's VLY Position: Q4 2024 in Review

Greenwich Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 10,449 shares — an estimated $95K sold.

Greenwich Wealth Management first reported a position in VLY in Q3 2017 and held it in 6 quarters. The position peaked at $164K in Q1 2018. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

Greenwich Wealth Management reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
Greenwich Wealth Management sold 10,449 Valley National Bancorp shares in Q4 2024, an estimated $95K.
Greenwich Wealth Management first reported a position in Valley National Bancorp in Q3 2017 and held it in 6 quarters.
Greenwich Wealth Management's Valley National Bancorp position peaked at $164K in Q1 2018.
375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Greenwich Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.