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

Kingsview 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
2022
Q3 		– Sell
-48,434
Closed -$504K – 887
2022
Q2 		$504K Sell
48,434
-300
-0.6% -$3.56K 0.02% 535
2022
Q1 		$635K Buy
48,734
+100
+0.2% +$1.39K 0.03% 521
2021
Q4 		$669K Sell
48,634
-487
-1% -$6.76K 0.03% 507
2021
Q3 		$654K Buy
49,121
+200
+0.4% +$2.58K 0.03% 486
2021
Q2 		$661K Hold
48,921
– – 0.03% 486
2021
Q1 		$675K Sell
48,921
-656
-1% -$7.9K 0.04% 446
2020
Q4 		$483K Sell
49,577
-231
-0.5% -$2.01K 0.04% 453
2020
Q3 		$341K Hold
49,808
– – 0.03% 448
2020
Q2 		$389K Buy
49,808
+2,485
+5% +$19.1K 0.04% 384
2020
Q1 		$346K Buy
47,323
+2,100
+5% +$20.5K 0.05% 316
2019
Q4 		$518K Hold
45,223
– – 0.06% 275
2019
Q3 		$492K Hold
45,223
– – 0.08% 256
2019
Q2 		$488K Hold
45,223
– – 0.08% 250
2019
Q1 		$433K Hold
45,223
– – 0.07% 288
2018
Q4 		$402K Hold
45,223
– – 0.09% 240
2018
Q3 		$509K Buy
45,223
+1,774
+4% +$21.4K 0.1% 220
2018
Q2 		$528K Sell
43,449
-1,687
-4% -$21.3K 0.13% 188
2018
Q1 		$562K Hold
45,136
– – 0.14% 189
2017
Q4 		$506K Buy
45,136
+5,136
+13% +$59.5K 0.18% 169
2017
Q3 		$482K Hold
40,000
– – 0.21% 143
2017
Q2 		$472K Hold
40,000
– – 0.24% 128
2017
Q1 		$472K Buy
+40,000
New +$480K 0.28% 125

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kingsview Wealth Management's VLY Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Valley National Bancorp (VLY) in Q3 2022, closing a stake of 48,434 shares — an estimated $504K sold.

Kingsview Wealth Management first reported a position in VLY in Q1 2017 and held it in 22 quarters. The position peaked at $675K in Q1 2021. 331 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

  • Kingsview Wealth Management reported no remaining Valley National Bancorp position as of Q3 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 48,434 Valley National Bancorp shares in Q3 2022, an estimated $504K.
  • Kingsview Wealth Management first reported a position in Valley National Bancorp in Q1 2017 and held it in 22 quarters.
  • Kingsview Wealth Management's Valley National Bancorp position peaked at $675K in Q1 2021.
  • 331 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.