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IBEX Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

IBEX Wealth Advisors’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
Q3 		– Sell
-1,800
Closed -$12.6K – 271
2024
Q2 		$12.6K Buy
+1,800
New +$13.1K ﹤0.01% 218
2021
Q4 		– Sell
-1,800
Closed -$24K – 418
2021
Q3 		$24K Buy
+1,800
New +$23.2K ﹤0.01% 311

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IBEX Wealth Advisors's VLY Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 1,800 shares — an estimated $12.6K sold.

IBEX Wealth Advisors first reported a position in VLY in Q3 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 351 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,800 Valley National Bancorp shares in Q3 2024, an estimated $12.6K.
  • IBEX Wealth Advisors first reported a position in Valley National Bancorp in Q3 2021 and held it in 2 quarters.
  • IBEX Wealth Advisors's Valley National Bancorp position peaked at $24K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.