Parisi Gray Wealth Management’s Valley National Bancorp VLY Stock Holding History

Parisi Gray Wealth Management’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 Q3	–	Sell	-3,462	Closed	-$46K	–	542
2021 Q2	$46K	Buy	+3,462	New	+$48.3K	0.02%	306
2019 Q2	–	Sell	-637	Closed	-$6K	–	446
2019 Q1	$6K	Hold	637	–	–	﹤0.01%	443
2018 Q4	$6K	Hold	637	–	–	﹤0.01%	455
2018 Q3	$7K	Hold	637	–	–	﹤0.01%	448
2018 Q2	$8K	Hold	637	–	–	0.01%	444
2018 Q1	$8K	Hold	637	–	–	0.01%	458
2017 Q4	$7K	Buy	+637	New	+$7.38K	0.01%	503

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Parisi Gray Wealth Management's VLY Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Valley National Bancorp (VLY) in Q3 2021, closing a stake of 3,462 shares — an estimated $46K sold.

Parisi Gray Wealth Management first reported a position in VLY in Q4 2017 and held it in 7 quarters. The position peaked at $46K in Q2 2021. 307 funds tracked by Wall St. Rank hold VLY as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Valley National Bancorp position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 3,462 Valley National Bancorp shares in Q3 2021, an estimated $46K.
Parisi Gray Wealth Management first reported a position in Valley National Bancorp in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's Valley National Bancorp position peaked at $46K in Q2 2021.
307 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.