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Paces Ferry Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Paces Ferry Wealth Advisors’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
Q4 		– Sell
-224
Closed -$2K – 1070
2020
Q3 		$2K Buy
+224
New +$1.66K ﹤0.01% 722

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paces Ferry Wealth Advisors's VLY Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Valley National Bancorp (VLY) in Q4 2020, closing a stake of 224 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in VLY in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 285 funds tracked by Wall St. Rank hold VLY as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Valley National Bancorp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 224 Valley National Bancorp shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Valley National Bancorp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Valley National Bancorp position peaked at $2K in Q3 2020.
  • 285 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.