TCWP’s Valley National Bancorp VLY Stock Holding History

TCWP’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 Q2	–	Sell	-18	Closed	–	–	1694
2022 Q1	$0	Buy	+18	New	+$251	﹤0.01%	1913

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TCWP's VLY Position: Q2 2022 in Review

TCWP sold out of Valley National Bancorp (VLY) in Q2 2022, closing a stake of 18 shares.

TCWP first reported a position in VLY in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 344 funds tracked by Wall St. Rank hold VLY as of Q2 2022.

TCWP reported no remaining Valley National Bancorp position as of Q2 2022 after selling out during the quarter.
TCWP sold 18 Valley National Bancorp shares in Q2 2022.
TCWP first reported a position in Valley National Bancorp in Q1 2022 and held it in 1 quarter.
TCWP's Valley National Bancorp position peaked at $0 in Q1 2022.
344 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.