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Money Concepts Capital’s Valley National Bancorp VLY Stock Holding History

Money Concepts Capital’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
Q3 		– Sell
-1,227,730
Closed -$9.52M – 383
2023
Q2 		$9.52M Buy
+1,227,730
New +$9.76M 0.97% 28

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's VLY Position: Q3 2023 in Review

Money Concepts Capital sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 1,227,730 shares — an estimated $9.52M sold.

Money Concepts Capital first reported a position in VLY in Q2 2023 and held it in 1 quarter. The position peaked at $9.52M in Q2 2023. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

  • Money Concepts Capital reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,227,730 Valley National Bancorp shares in Q3 2023, an estimated $9.52M.
  • Money Concepts Capital first reported a position in Valley National Bancorp in Q2 2023 and held it in 1 quarter.
  • Money Concepts Capital's Valley National Bancorp position peaked at $9.52M in Q2 2023.
  • 323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Money Concepts Capital's 13F filing for Q3 2023, filed 1 Nov 2023.