RWB
VLY icon

RMR Wealth Builders’s Valley National Bancorp VLY Stock Holding History

RMR Wealth Builders’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
-785
Closed -$11K – 691
2021
Q1 		$11K Buy
785
+185
+31% +$2.23K ﹤0.01% 593
2020
Q4 		$6K Buy
+600
New +$5.22K ﹤0.01% 454

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
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

RMR Wealth Builders's VLY Position: Q2 2021 in Review

RMR Wealth Builders sold out of Valley National Bancorp (VLY) in Q2 2021, closing a stake of 785 shares — an estimated $11K sold.

RMR Wealth Builders first reported a position in VLY in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 288 funds tracked by Wall St. Rank hold VLY as of Q2 2021.

  • RMR Wealth Builders reported no remaining Valley National Bancorp position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 785 Valley National Bancorp shares in Q2 2021, an estimated $11K.
  • RMR Wealth Builders first reported a position in Valley National Bancorp in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Valley National Bancorp position peaked at $11K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.