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Advisor Group’s Western Alliance Bancorporation WAL Stock Holding History

Advisor Group’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
2019
Q4 		$949K Sell
16,621
-289
-2% -$14.8K 0.01% 1230
2019
Q3 		$779K Buy
16,910
+272
+2% +$12.3K 0.01% 1308
2019
Q2 		$743K Sell
16,638
-3,483
-17% -$156K 0.01% 1330
2019
Q1 		$826K Buy
20,121
+511
+3% +$22.5K 0.01% 1219
2018
Q4 		$775K Buy
19,610
+725
+4% +$34.3K 0.01% 1111
2018
Q3 		$1.07M Buy
18,885
+5,969
+46% +$344K 0.01% 942
2018
Q2 		$731K Sell
12,916
-1,805
-12% -$108K 0.01% 1057
2018
Q1 		$855K Buy
14,721
+10,250
+229% +$607K 0.01% 965
2017
Q4 		$253K Buy
4,471
+423
+10% +$23.6K ﹤0.01% 1809
2017
Q3 		$215K Buy
4,048
+1,320
+48% +$64.8K ﹤0.01% 1799
2017
Q2 		$134K Sell
2,728
-3,599
-57% -$171K ﹤0.01% 2079
2017
Q1 		$311K Buy
6,327
+3,991
+171% +$200K 0.01% 1362
2016
Q4 		$114K Sell
2,336
-295
-11% -$12.7K ﹤0.01% 1981
2016
Q3 		$99K Buy
2,631
+1,263
+92% +$44.9K ﹤0.01% 2012
2016
Q2 		$44K Buy
+1,368
New +$48K ﹤0.01% 2517

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Advisor Group's WAL Position: Q4 2019 in Review

Advisor Group reduced its Western Alliance Bancorporation (WAL) stake by 1.7% in Q4 2019, selling an estimated $14.8K and leaving 16,621 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #1230.

Advisor Group first reported a position in WAL in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.07M in Q3 2018. 371 funds tracked by Wall St. Rank hold WAL as of Q4 2019.

  • Advisor Group held 16,621 shares of Western Alliance Bancorporation worth $949K as of Q4 2019.
  • Advisor Group sold 289 Western Alliance Bancorporation shares in Q4 2019, an estimated $14.8K.
  • Western Alliance Bancorporation made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1230 holding.
  • Advisor Group first reported a position in Western Alliance Bancorporation in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Western Alliance Bancorporation position peaked at $1.07M in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.