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

TCI 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
Q2 		– Sell
-2,251
Closed -$20.8K – 2171
2023
Q1 		$20.8K Sell
2,251
-6
-0.3% -$66 ﹤0.01% 684
2022
Q4 		$25.5K Sell
2,257
-55
-2% -$647 ﹤0.01% 597
2022
Q3 		$25K Sell
2,312
-820
-26% -$9.46K ﹤0.01% 571
2022
Q2 		$33K Buy
3,132
+869
+38% +$10.3K 0.01% 482
2022
Q1 		$29K Hold
2,263
– – ﹤0.01% 552
2021
Q4 		$31K Buy
2,263
+505
+29% +$7.01K ﹤0.01% 534
2021
Q3 		$23K Buy
1,758
+642
+58% +$8.29K ﹤0.01% 638
2021
Q2 		$15K Hold
1,116
– – ﹤0.01% 732
2021
Q1 		$15K Buy
+1,116
New +$13.4K 0.01% 673
2020
Q1 		– Sell
-38
Closed – – 1778
2019
Q4 		$0 Hold
38
– – ﹤0.01% 1690
2019
Q3 		$0 Buy
+38
New +$407 ﹤0.01% 1639
2016
Q3 		– Sell
-52
Closed – – 1409
2016
Q2 		$0 Hold
52
– – ﹤0.01% 1377
2016
Q1 		$0 Hold
52
– – ﹤0.01% 1417
2015
Q4 		$1K Sell
52
-15
-22% -$156 ﹤0.01% 974
2015
Q3 		$1K Hold
67
– – ﹤0.01% 924
2015
Q2 		$1K Hold
67
– – ﹤0.01% 914
2015
Q1 		$1K Hold
67
– – ﹤0.01% 837
2014
Q4 		$1K Hold
67
– – ﹤0.01% 836
2014
Q3 		$1K Hold
67
– – ﹤0.01% 838
2014
Q2 		$1K Hold
67
– – ﹤0.01% 854
2014
Q1 		$1K Hold
67
– – ﹤0.01% 826
2013
Q4 		$1K Hold
67
– – ﹤0.01% 812
2013
Q3 		$1K Buy
+67
New +$677 ﹤0.01% 733

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCI Wealth Advisors's VLY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 2,251 shares — an estimated $20.8K sold.

TCI Wealth Advisors first reported a position in VLY in Q3 2013 and held it in 23 quarters. The position peaked at $33K in Q2 2022. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,251 Valley National Bancorp shares in Q2 2023, an estimated $20.8K.
  • TCI Wealth Advisors first reported a position in Valley National Bancorp in Q3 2013 and held it in 23 quarters.
  • TCI Wealth Advisors's Valley National Bancorp position peaked at $33K in Q2 2022.
  • 328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.