Sutton Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

Sutton Wealth Advisors’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 Q3	$542K	Hold	63,303	–	–	0.27%	63
2023 Q2	$491K	Sell	63,303 -25,000	-28%	-$199K	0.24%	65
2023 Q1	$816K	Sell	88,303 -91	-0.1%	-$1.01K	0.44%	42
2022 Q4	$1,000K	Hold	88,394	–	–	0.38%	48
2022 Q3	$955K	Buy	88,394 +91	+0.1%	+$1.05K	0.39%	46
2022 Q2	$919K	Sell	88,303 -44	-0%	-$523	0.37%	49
2022 Q1	$1.15M	Hold	88,347	–	–	0.4%	46
2021 Q4	$1.21M	Sell	88,347 -29,956	-25%	-$416K	0.41%	46
2021 Q3	$1.57M	Hold	118,303	–	–	0.58%	35
2021 Q2	$1.59M	Hold	118,303	–	–	0.58%	34
2021 Q1	$1.63M	Sell	118,303 -2,689	-2%	-$32.4K	0.64%	32
2020 Q4	$1.18M	Hold	120,992	–	–	0.5%	40
2020 Q3	$829K	Buy	120,992 +13,303	+12%	+$98.8K	0.4%	44
2020 Q2	$842K	Buy	107,689 +7,500	+7%	+$57.6K	0.44%	43
2020 Q1	$732K	Buy	100,189 +10,586	+12%	+$104K	0.46%	45
2019 Q4	$1.03M	Hold	89,603	–	–	0.53%	37
2019 Q3	$974K	Buy	89,603 +35,863	+67%	+$384K	0.54%	35
2019 Q2	$579K	Hold	53,740	–	–	0.33%	49
2019 Q1	$515K	Hold	53,740	–	–	0.3%	55
2018 Q4	$477K	Buy	53,740 +6,837	+15%	+$69K	0.31%	61
2018 Q3	$528K	Buy	46,903 +34,463	+277%	+$416K	0.35%	49
2018 Q2	$151K	Hold	12,440	–	–	0.11%	153
2018 Q1	$155K	Buy	+12,440	New	+$155K	0.11%	148

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's VLY Position: Q3 2023 in Review

Sutton Wealth Advisors held its Valley National Bancorp (VLY) position steady in Q3 2023 at 63,303 shares worth $542K. The position accounts for 0.27% of the portfolio, ranked #63.

Sutton Wealth Advisors first reported a position in VLY in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.63M in Q1 2021. 324 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

Sutton Wealth Advisors held 63,303 shares of Valley National Bancorp worth $542K as of Q3 2023.
Sutton Wealth Advisors left its Valley National Bancorp share count unchanged in Q3 2023.
Valley National Bancorp made up 0.27% of Sutton Wealth Advisors's portfolio in Q3 2023, its #63 holding.
Sutton Wealth Advisors first reported a position in Valley National Bancorp in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's Valley National Bancorp position peaked at $1.63M in Q1 2021.
324 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.