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

Janiczek 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
Q2 		$45.2K Sell
6,460
-6,015
-48% -$43.9K 0.01% 418
2024
Q1 		$99.8K Sell
12,475
-26
-0.2% -$232 0.02% 291
2023
Q4 		$136K Sell
12,501
-315
-2% -$2.83K 0.03% 225
2023
Q3 		$110K Buy
12,816
+2,454
+24% +$22.3K 0.03% 231
2023
Q2 		$80.8K Buy
10,362
+8,905
+611% +$70.8K 0.02% 249
2023
Q1 		$12.3K Buy
+1,457
New +$16.1K ﹤0.01% 531

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Janiczek Wealth Management's VLY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Valley National Bancorp (VLY) stake by 48% in Q2 2024, selling an estimated $43.9K and leaving 6,460 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #418.

Janiczek Wealth Management first reported a position in VLY in Q1 2023 and has held it in 6 quarters since. The position peaked at $136K in Q4 2023. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • Janiczek Wealth Management held 6,460 shares of Valley National Bancorp worth $45.2K as of Q2 2024.
  • Janiczek Wealth Management sold 6,015 Valley National Bancorp shares in Q2 2024, an estimated $43.9K.
  • Valley National Bancorp made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #418 holding.
  • Janiczek Wealth Management first reported a position in Valley National Bancorp in Q1 2023 and has held it in 6 quarters since.
  • Janiczek Wealth Management's Valley National Bancorp position peaked at $136K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.