HGWM
VLY icon

Harvest Group Wealth Management’s Valley National Bancorp VLY Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-153
Closed -$1.5K – 1019
2019
Q4 		$1K Buy
+153
New +$1.76K ﹤0.01% 888

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Group Wealth Management's VLY Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Valley National Bancorp (VLY) in Q1 2020, closing a stake of 153 shares — an estimated $1.5K sold.

Harvest Group Wealth Management first reported a position in VLY in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 289 funds tracked by Wall St. Rank hold VLY as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Valley National Bancorp position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 153 Valley National Bancorp shares in Q1 2020, an estimated $1.5K.
  • Harvest Group Wealth Management first reported a position in Valley National Bancorp in Q4 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Valley National Bancorp position peaked at $1K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.