Washington Trust Advisors’s Valley National Bancorp VLY Stock Holding History

Washington Trust 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	-8,936	Closed	-$82.6K	–	769
2023 Q1	$82.6K	Hold	8,936	–	–	0.01%	262
2022 Q4	$101K	Hold	8,936	–	–	0.01%	249
2022 Q3	$97K	Hold	8,936	–	–	0.01%	284
2022 Q2	$93K	Hold	8,936	–	–	0.01%	309
2022 Q1	$116K	Hold	8,936	–	–	0.01%	311
2021 Q4	$123K	Buy	+8,936	New	+$124K	0.01%	326

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Washington Trust Advisors's VLY Position: Q2 2023 in Review

Washington Trust Advisors sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 8,936 shares — an estimated $82.6K sold.

Washington Trust Advisors first reported a position in VLY in Q4 2021 and held it in 6 quarters. The position peaked at $123K in Q4 2021. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

Washington Trust Advisors reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 8,936 Valley National Bancorp shares in Q2 2023, an estimated $82.6K.
Washington Trust Advisors first reported a position in Valley National Bancorp in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's Valley National Bancorp position peaked at $123K in Q4 2021.
328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.