AWM
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AE Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

AE 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
2025
Q1 		– Sell
-3,296
Closed -$275K – 2286
2024
Q4 		$275K Buy
+3,296
New +$290K ﹤0.01% 1137
2024
Q3 		– Sell
-43,309
Closed -$2.72M – 1331
2024
Q2 		$2.72M Sell
43,309
-298
-0.7% -$18K 0.03% 452
2024
Q1 		$2.8M Buy
43,607
+3,085
+8% +$189K 0.03% 415
2023
Q4 		$2.73M Buy
40,522
+14,997
+59% +$757K 0.01% 800
2023
Q3 		$1.17M Buy
+25,525
New +$1.21M 0.01% 1035
2019
Q3 		– Sell
-10,186
Closed -$456K – 1072
2019
Q2 		$456K Buy
10,186
+966
+10% +$43.1K 0.01% 613
2019
Q1 		$378K Buy
9,220
+58
+0.6% +$2.56K 0.03% 408
2018
Q4 		$362K Sell
9,162
-124
-1% -$5.86K 0.06% 305
2018
Q3 		$528K Buy
+9,286
New +$535K 0.03% 306

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return