QPWM
VLY icon

Quadrant Private Wealth Management’s Valley National Bancorp VLY Stock Holding History

Quadrant Private 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
2023
Q4 		– Sell
-11,328
Closed -$98.2K – 259
2023
Q3 		$98.2K Hold
11,328
– – 0.03% 216
2023
Q2 		$89K Buy
+11,328
New +$90.1K 0.03% 240

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Quadrant Private Wealth Management's VLY Position: Q4 2023 in Review

Quadrant Private Wealth Management sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 11,328 shares — an estimated $98.2K sold.

Quadrant Private Wealth Management first reported a position in VLY in Q2 2023 and held it in 2 quarters. The position peaked at $98.2K in Q3 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Quadrant Private Wealth Management reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 11,328 Valley National Bancorp shares in Q4 2023, an estimated $98.2K.
  • Quadrant Private Wealth Management first reported a position in Valley National Bancorp in Q2 2023 and held it in 2 quarters.
  • Quadrant Private Wealth Management's Valley National Bancorp position peaked at $98.2K in Q3 2023.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.