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Magnus Financial Group’s Valley National Bancorp VLY Stock Holding History

Magnus Financial Group’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
2020
Q2 		– Sell
-25,262
Closed -$185K – 765
2020
Q1 		$185K Hold
25,262
– – 0.03% 473
2019
Q4 		$289K Buy
25,262
+12,031
+91% +$138K 0.04% 317
2019
Q3 		$144K Hold
13,231
– – 0.03% 477
2019
Q2 		$143K Hold
13,231
– – 0.03% 490
2019
Q1 		$127K Hold
13,231
– – 0.03% 471
2018
Q4 		$117K Buy
+13,231
New +$134K 0.03% 393

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Magnus Financial Group's VLY Position: Q2 2020 in Review

Magnus Financial Group sold out of Valley National Bancorp (VLY) in Q2 2020, closing a stake of 25,262 shares — an estimated $185K sold.

Magnus Financial Group first reported a position in VLY in Q4 2018 and held it in 6 quarters. The position peaked at $289K in Q4 2019. 285 funds tracked by Wall St. Rank hold VLY as of Q2 2020.

  • Magnus Financial Group reported no remaining Valley National Bancorp position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 25,262 Valley National Bancorp shares in Q2 2020, an estimated $185K.
  • Magnus Financial Group first reported a position in Valley National Bancorp in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Valley National Bancorp position peaked at $289K in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.