SeaCrest Wealth Management’s Valley National Bancorp VLY Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-25,841	Closed	-$269K	–	1495
2022 Q2	$269K	Hold	25,841	–	–	0.03%	505
2022 Q1	$336K	Hold	25,841	–	–	0.04%	476
2021 Q4	$355K	Hold	25,841	–	–	0.04%	459
2021 Q3	$344K	Hold	25,841	–	–	0.04%	458
2021 Q2	$347K	Hold	25,841	–	–	0.04%	449
2021 Q1	$355K	Hold	25,841	–	–	0.05%	410
2020 Q4	$252K	Hold	25,841	–	–	0.04%	488
2020 Q3	$177K	Hold	25,841	–	–	0.03%	532
2020 Q2	$202K	Hold	25,841	–	–	0.03%	494
2020 Q1	$189K	Sell	25,841 -600	-2%	-$5.87K	0.04%	445
2019 Q4	$303K	Hold	26,441	–	–	0.05%	398
2019 Q3	$287K	Hold	26,441	–	–	0.05%	408
2019 Q2	$285K	Hold	26,441	–	–	0.06%	396
2019 Q1	$253K	Hold	26,441	–	–	0.04%	399
2018 Q4	$235K	Hold	26,441	–	–	0.05%	384
2018 Q3	$297K	Hold	26,441	–	–	0.05%	394
2018 Q2	$322K	Hold	26,441	–	–	0.06%	359
2018 Q1	$329K	Hold	26,441	–	–	0.06%	347
2017 Q4	$297K	Buy	+26,441	New	+$306K	0.05%	376

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

SeaCrest Wealth Management's VLY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Valley National Bancorp (VLY) in Q3 2022, closing a stake of 25,841 shares — an estimated $269K sold.

SeaCrest Wealth Management first reported a position in VLY in Q4 2017 and held it in 19 quarters. The position peaked at $355K in Q4 2021. 331 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

SeaCrest Wealth Management reported no remaining Valley National Bancorp position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 25,841 Valley National Bancorp shares in Q3 2022, an estimated $269K.
SeaCrest Wealth Management first reported a position in Valley National Bancorp in Q4 2017 and held it in 19 quarters.
SeaCrest Wealth Management's Valley National Bancorp position peaked at $355K in Q4 2021.
331 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.