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TD Private Client Wealth’s Valley National Bancorp VLY Stock Holding History

TD Private Client 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
2020
Q2 		– Sell
-60
Closed -$439 – 1164
2020
Q1 		$439 Hold
60
– – ﹤0.01% 978
2019
Q4 		$687 Buy
+60
New +$691 ﹤0.01% 968

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Private Client Wealth's VLY Position: Q2 2020 in Review

TD Private Client Wealth sold out of Valley National Bancorp (VLY) in Q2 2020, closing a stake of 60 shares — an estimated $439 sold.

TD Private Client Wealth first reported a position in VLY in Q4 2019 and held it in 2 quarters. The position peaked at $687 in Q4 2019. 285 funds tracked by Wall St. Rank hold VLY as of Q2 2020.

  • TD Private Client Wealth reported no remaining Valley National Bancorp position as of Q2 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 60 Valley National Bancorp shares in Q2 2020, an estimated $439.
  • TD Private Client Wealth first reported a position in Valley National Bancorp in Q4 2019 and held it in 2 quarters.
  • TD Private Client Wealth's Valley National Bancorp position peaked at $687 in Q4 2019.
  • 285 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2020.

Based on TD Private Client Wealth's 13F filing for Q2 2020, filed 16 Aug 2024.