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Stratos Wealth Partners’s Valley National Bancorp VLY Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-10,352
Closed -$112K – 1460
2023
Q4 		$112K Sell
10,352
-522
-5% -$4.68K ﹤0.01% 1320
2023
Q3 		$93.1K Buy
+10,874
New +$98.7K ﹤0.01% 1232
2018
Q2 		– Sell
-1,095
Closed -$14K – 2535
2018
Q1 		$14K Buy
1,095
+795
+265% +$9.91K ﹤0.01% 2177
2017
Q4 		$3K Buy
+300
New +$3.48K ﹤0.01% 2549

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Partners's VLY Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 10,352 shares — an estimated $112K sold.

Stratos Wealth Partners first reported a position in VLY in Q4 2017 and held it in 4 quarters. The position peaked at $112K in Q4 2023. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 10,352 Valley National Bancorp shares in Q1 2024, an estimated $112K.
  • Stratos Wealth Partners first reported a position in Valley National Bancorp in Q4 2017 and held it in 4 quarters.
  • Stratos Wealth Partners's Valley National Bancorp position peaked at $112K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.