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Meridian Wealth Partners’s Valley National Bancorp VLY Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-189
Closed -$3K – 1226
2021
Q1 		$3K Buy
+189
New +$2.28K ﹤0.01% 912

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State Street
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Macquarie Group
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Meridian Wealth Partners's VLY Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Valley National Bancorp (VLY) in Q2 2021, closing a stake of 189 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in VLY in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 288 funds tracked by Wall St. Rank hold VLY as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Valley National Bancorp position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 189 Valley National Bancorp shares in Q2 2021, an estimated $3K.
  • Meridian Wealth Partners first reported a position in Valley National Bancorp in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Valley National Bancorp position peaked at $3K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.