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Wealth Quarterback’s Valley National Bancorp VLY Stock Holding History

Wealth Quarterback’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
Q3 		– Sell
-11,589
Closed -$80.9K – 136
2024
Q2 		$80.9K Buy
11,589
+899
+8% +$6.57K 0.05% 118
2024
Q1 		$85.1K Sell
10,690
-399
-4% -$3.56K 0.05% 116
2023
Q4 		$120K Buy
11,089
+20
+0.2% +$179 0.07% 113
2023
Q3 		$94.8K Sell
11,069
-2,079
-16% -$18.9K 0.08% 107
2023
Q2 		$102K Buy
13,148
+2,850
+28% +$22.7K 0.07% 119
2023
Q1 		$95.2K Buy
10,298
+83
+0.8% +$918 0.08% 115
2022
Q4 		$116K Buy
10,215
+86
+0.8% +$1.01K 0.1% 115
2022
Q3 		$109K Buy
10,129
+88
+0.9% +$1.01K 0.12% 100
2022
Q2 		$105K Buy
+10,041
New +$119K 0.08% 116
2021
Q3 		$131K Buy
9,840
+68
+0.7% +$878 0.09% 141
2021
Q2 		$132K Buy
+9,772
New +$136K 0.08% 148
2020
Q2 		– Sell
-9,709
Closed -$67.7K – 757
2020
Q1 		$67.7K Buy
9,709
+7,647
+371% +$74.8K 0.06% 189
2019
Q4 		$23.6K Buy
+2,062
New +$23.7K 0.02% 325

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealth Quarterback's VLY Position: Q3 2024 in Review

Wealth Quarterback sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 11,589 shares — an estimated $80.9K sold.

Wealth Quarterback first reported a position in VLY in Q4 2019 and held it in 13 quarters. The position peaked at $132K in Q2 2021. 351 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • Wealth Quarterback reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
  • Wealth Quarterback sold 11,589 Valley National Bancorp shares in Q3 2024, an estimated $80.9K.
  • Wealth Quarterback first reported a position in Valley National Bancorp in Q4 2019 and held it in 13 quarters.
  • Wealth Quarterback's Valley National Bancorp position peaked at $132K in Q2 2021.
  • 351 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Wealth Quarterback's 13F filing for Q3 2024, filed 1 Nov 2024.