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High Net Worth Advisory Group’s Valley National Bancorp VLY Stock Holding History

High Net Worth Advisory Group’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
-4,700
Closed -$53.2K – 560
2022
Q4 		$53.2K Hold
4,700
– – 0.02% 317
2022
Q3 		$51K Hold
4,700
– – 0.02% 322
2022
Q2 		$49K Hold
4,700
– – 0.02% 328
2022
Q1 		$61K Hold
4,700
– – 0.02% 314
2021
Q4 		$65K Buy
+4,700
New +$65.3K 0.02% 317

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

High Net Worth Advisory Group's VLY Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Valley National Bancorp (VLY) in Q1 2023, closing a stake of 4,700 shares — an estimated $53.2K sold.

High Net Worth Advisory Group first reported a position in VLY in Q4 2021 and held it in 5 quarters. The position peaked at $65K in Q4 2021. 332 funds tracked by Wall St. Rank hold VLY as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Valley National Bancorp position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 4,700 Valley National Bancorp shares in Q1 2023, an estimated $53.2K.
  • High Net Worth Advisory Group first reported a position in Valley National Bancorp in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Valley National Bancorp position peaked at $65K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.