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Accurate Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Accurate Wealth Management’s Portfolio WAL Stock Details WAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-274
Closed -$17.7K – 1449
2022
Q4 		$17.7K Buy
+274
New +$17.7K 0.01% 720

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Accurate Wealth Management's WAL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 274 shares — an estimated $17.7K sold.

Accurate Wealth Management first reported a position in WAL in Q4 2022 and held it in 1 quarter. The position peaked at $17.7K in Q4 2022. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 274 Western Alliance Bancorporation shares in Q1 2023, an estimated $17.7K.
  • Accurate Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Western Alliance Bancorporation position peaked at $17.7K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.