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Simplicity Wealth’s Valley National Bancorp VLY Stock Holding History

Simplicity Wealth’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
2024
Q2 		– Sell
-11,533
Closed -$91.8K – 1303
2024
Q1 		$91.8K Buy
+11,533
New +$103K ﹤0.01% 1113

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Wealth's VLY Position: Q2 2024 in Review

Simplicity Wealth sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 11,533 shares — an estimated $91.8K sold.

Simplicity Wealth first reported a position in VLY in Q1 2024 and held it in 1 quarter. The position peaked at $91.8K in Q1 2024. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • Simplicity Wealth reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 11,533 Valley National Bancorp shares in Q2 2024, an estimated $91.8K.
  • Simplicity Wealth first reported a position in Valley National Bancorp in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Valley National Bancorp position peaked at $91.8K in Q1 2024.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.