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

TFO 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
Q2 		– Sell
-23
Closed -$183 – 721
2024
Q1 		$183 Hold
23
– – ﹤0.01% 513
2023
Q4 		$250 Sell
23
-25
-52% -$224 ﹤0.01% 577
2023
Q3 		$372 Buy
48
+25
+109% +$227 ﹤0.01% 559
2023
Q2 		$178 Hold
23
– – ﹤0.01% 540
2023
Q1 		$213 Buy
23
+20
+667% +$221 ﹤0.01% 456
2022
Q4 		$423 Buy
+3
New +$35 ﹤0.01% 504

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFO Wealth Partners's VLY Position: Q2 2024 in Review

TFO Wealth Partners sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 23 shares — an estimated $183 sold.

TFO Wealth Partners first reported a position in VLY in Q4 2022 and held it in 6 quarters. The position peaked at $423 in Q4 2022. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • TFO Wealth Partners reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 23 Valley National Bancorp shares in Q2 2024, an estimated $183.
  • TFO Wealth Partners first reported a position in Valley National Bancorp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Valley National Bancorp position peaked at $423 in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.