Key Client Fiduciary Advisors’s Valley National Bancorp VLY Stock Holding History

Key Client Fiduciary 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
2023 Q4	–	Sell	-15,722	Closed	-$135K	–	177
2023 Q3	$135K	Sell	15,722 -5,459	-26%	-$49.5K	0.08%	163
2023 Q2	$164K	Sell	21,181 -7,766	-27%	-$61.8K	0.1%	170
2023 Q1	$267K	Buy	28,947 +6	+0%	+$66	0.17%	132
2022 Q4	$327K	Buy	+28,941	New	+$341K	0.22%	106

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Key Client Fiduciary Advisors's VLY Position: Q4 2023 in Review

Key Client Fiduciary Advisors sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 15,722 shares — an estimated $135K sold.

Key Client Fiduciary Advisors first reported a position in VLY in Q4 2022 and held it in 4 quarters. The position peaked at $327K in Q4 2022. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

Key Client Fiduciary Advisors reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 15,722 Valley National Bancorp shares in Q4 2023, an estimated $135K.
Key Client Fiduciary Advisors first reported a position in Valley National Bancorp in Q4 2022 and held it in 4 quarters.
Key Client Fiduciary Advisors's Valley National Bancorp position peaked at $327K in Q4 2022.
335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.