Pinnacle Wealth Management Advisory Group’s Valley National Bancorp VLY Stock Holding History

Pinnacle Wealth Management Advisory 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
2023 Q2	–	Sell	-12,902	Closed	-$119K	–	346
2023 Q1	$119K	Hold	12,902	–	–	0.02%	308
2022 Q4	$146K	Hold	12,902	–	–	0.02%	284
2022 Q3	$139K	Buy	12,902 +637	+5%	+$7.35K	0.02%	266
2022 Q2	$128K	Hold	12,265	–	–	0.02%	276
2022 Q1	$160K	Hold	12,265	–	–	0.02%	270
2021 Q4	$169K	Buy	+12,265	New	+$170K	0.03%	261

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group's VLY Position: Q2 2023 in Review

Pinnacle Wealth Management Advisory Group sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 12,902 shares — an estimated $119K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VLY in Q4 2021 and held it in 6 quarters. The position peaked at $169K in Q4 2021. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

Pinnacle Wealth Management Advisory Group reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 12,902 Valley National Bancorp shares in Q2 2023, an estimated $119K.
Pinnacle Wealth Management Advisory Group first reported a position in Valley National Bancorp in Q4 2021 and held it in 6 quarters.
Pinnacle Wealth Management Advisory Group's Valley National Bancorp position peaked at $169K in Q4 2021.
328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2023, filed 2 Aug 2023.