Addison Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Addison Advisors’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	-9	Closed	-$536	–	790
2022 Q4	$536	Sell	9 -9	-50%	-$583	﹤0.01%	675
2022 Q3	$1K	Buy	+18	New	+$1.36K	﹤0.01%	663
2022 Q1	–	Sell	-9	Closed	-$1K	–	794
2021 Q4	$1K	Buy	+9	New	+$1.01K	﹤0.01%	647

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Addison Advisors's WAL Position: Q1 2023 in Review

Addison Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 9 shares — an estimated $536 sold.

Addison Advisors first reported a position in WAL in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

Addison Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
Addison Advisors sold 9 Western Alliance Bancorporation shares in Q1 2023, an estimated $536.
Addison Advisors first reported a position in Western Alliance Bancorporation in Q4 2021 and held it in 3 quarters.
Addison Advisors's Western Alliance Bancorporation position peaked at $1K in Q3 2022.
330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.