Kore Private Wealth’s Valley National Bancorp VLY Stock Holding History

Kore Private Wealth’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	$174K	Hold	16,099	–	–	0.03%	245
2022 Q2	$168K	Hold	16,099	–	–	0.03%	282
2022 Q1	$210K	Hold	16,099	–	–	0.03%	293
2021 Q4	$221K	Sell	16,099 -856	-5%	-$11.9K	0.03%	277
2021 Q3	$226K	Sell	16,955 -5	-0%	-$65	0.02%	395
2021 Q2	$228K	Buy	16,960 +280	+2%	+$3.91K	0.03%	359
2021 Q1	$229K	Buy	16,680 +5	+0%	+$60	0.03%	320
2020 Q4	$163K	Hold	16,675	–	–	0.03%	315
2020 Q3	$114K	Sell	16,675 -606	-4%	-$4.5K	0.02%	259
2020 Q2	$135K	Hold	17,281	–	–	0.03%	288
2020 Q1	$126K	Buy	17,281 +576	+3%	+$5.63K	0.03%	275
2019 Q4	$191K	Hold	16,705	–	–	0.04%	252
2019 Q3	$178K	Hold	16,705	–	–	0.04%	218
2019 Q2	$180K	Hold	16,705	–	–	0.04%	218
2019 Q1	$162K	Hold	16,705	–	–	0.04%	231
2018 Q4	$150K	Buy	+16,705	New	+$169K	0.04%	235

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kore Private Wealth's VLY Position: Q3 2022 in Review

Kore Private Wealth held its Valley National Bancorp (VLY) position steady in Q3 2022 at 16,099 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #245.

Kore Private Wealth first reported a position in VLY in Q4 2018 and has held it in 16 quarters since. The position peaked at $229K in Q1 2021. 332 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

Kore Private Wealth held 16,099 shares of Valley National Bancorp worth $174K as of Q3 2022.
Kore Private Wealth left its Valley National Bancorp share count unchanged in Q3 2022.
Valley National Bancorp made up 0.03% of Kore Private Wealth's portfolio in Q3 2022, its #245 holding.
Kore Private Wealth first reported a position in Valley National Bancorp in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Valley National Bancorp position peaked at $229K in Q1 2021.
332 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.