Valley National Ban shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Valley National Ban
Tip: Access up to 7 years of quarterly data
All positions including Valley National Ban held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Valley National Ban by Sax Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $284k | 26k | 10.86 |
2023-09-30 | $224k | 26k | 8.56 |
2023-06-30 | $215k | 28k | 7.75 |
2023-03-31 | $243k | 26k | 9.24 |
2022-12-31 | $295k | 26k | 11.31 |
2022-09-30 | $236k | 22k | 10.78 |
2022-06-30 | $204k | 20k | 10.44 |
2022-03-31 | $254k | 20k | 13.01 |
2021-12-31 | $270k | 20k | 13.77 |
2021-09-30 | $240k | 18k | 13.28 |
2021-06-30 | $241k | 18k | 13.40 |
2021-03-31 | $255k | 19k | 13.75 |
2020-12-31 | $185k | 19k | 9.76 |