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Plante Moran Financial Advisors’s Valley National Bancorp VLY Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-226
Closed -$3K – 1100
2021
Q1 		$3K Buy
+226
New +$2.72K ﹤0.01% 881

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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
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

Plante Moran Financial Advisors's VLY Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Valley National Bancorp (VLY) in Q2 2021, closing a stake of 226 shares — an estimated $3K sold.

Plante Moran Financial Advisors 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.

  • Plante Moran Financial Advisors reported no remaining Valley National Bancorp position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 226 Valley National Bancorp shares in Q2 2021, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Valley National Bancorp in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors'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 Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.