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WealthPLAN Partners’s Valley National Bancorp VLY Stock Holding History

WealthPLAN 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
2023
Q1 		– Sell
-22,964
Closed -$283K – 1330
2022
Q4 		$283K Buy
+22,964
New +$270K 0.02% 326
2022
Q1 		$275K Buy
+22,964
New +$320K 0.02% 329

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's VLY Position: Q1 2023 in Review

WealthPLAN Partners sold out of Valley National Bancorp (VLY) in Q1 2023, closing a stake of 22,964 shares — an estimated $283K sold.

WealthPLAN Partners first reported a position in VLY in Q1 2022 and held it in 2 quarters. The position peaked at $283K in Q4 2022. 333 funds tracked by Wall St. Rank hold VLY as of Q1 2023.

  • WealthPLAN Partners reported no remaining Valley National Bancorp position as of Q1 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 22,964 Valley National Bancorp shares in Q1 2023, an estimated $283K.
  • WealthPLAN Partners first reported a position in Valley National Bancorp in Q1 2022 and held it in 2 quarters.
  • WealthPLAN Partners's Valley National Bancorp position peaked at $283K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2023.

Based on WealthPLAN Partners's 13F filing for Q1 2023, filed 10 May 2023.