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Wealthspire Advisors (Maryland)’s Valley National Bancorp VLY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-481
Closed -$5K – 1991
2019
Q1 		$5K Buy
481
+93
+24% +$947 ﹤0.01% 1853
2018
Q4 		$3K Sell
388
-65
-14% -$656 ﹤0.01% 2002
2018
Q3 		$5K Sell
453
-14
-3% -$169 ﹤0.01% 1833
2018
Q2 		$6K Buy
467
+13
+3% +$164 ﹤0.01% 1743
2018
Q1 		$6K Buy
454
+1
+0.2% +$12 ﹤0.01% 1765
2017
Q4 		$5K Buy
453
+375
+481% +$4.35K ﹤0.01% 1854
2017
Q3 		$1K Sell
78
-50
-39% -$576 ﹤0.01% 2153
2017
Q2 		$2K Hold
128
– – ﹤0.01% 2017
2017
Q1 		$2K Buy
128
+61
+91% +$732 ﹤0.01% 1724
2016
Q4 		$1K Hold
67
– – ﹤0.01% 1685
2016
Q3 		$1K Sell
67
-35
-34% -$327 ﹤0.01% 1665
2016
Q2 		$1K Hold
102
– – ﹤0.01% 1635
2016
Q1 		$1K Buy
102
+67
+191% +$609 ﹤0.01% 1681
2015
Q4 		$0 Buy
+35
New +$364 ﹤0.01% 1774

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VLY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Valley National Bancorp (VLY) in Q2 2019, closing a stake of 481 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in VLY in Q4 2015 and held it in 14 quarters. The position peaked at $6K in Q2 2018. 258 funds tracked by Wall St. Rank hold VLY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Valley National Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 481 Valley National Bancorp shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Valley National Bancorp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Valley National Bancorp position peaked at $6K in Q2 2018.
  • 258 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.