Ownership history in Advisory Services Network, LLC Β· 36 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in VALLEY NATL BANCORP COM (VLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β5.4% annually on this VLY position. Timing score: 57% (13/23 decisions correct). Average cost basis: $6.92. Maximum drawdown during holding period: β40.7%.
β Significantly underperformed the S&P 500 by 5.4% ann.
35 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 23 add/trim decisions correct
Best entry: $5.40 (2020 Q3) Β· Worst: $9.68 (2022 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
12 adds Β· 12 trims. Bought during 7 of 16 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size