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Aptus Capital Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Aptus Capital 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
-44,549
Closed -$2.65M – 908
2022
Q4 		$2.65M Buy
44,549
+4,426
+11% +$287K 0.08% 187
2022
Q3 		$2.64M Buy
40,123
+2,389
+6% +$181K 0.06% 176
2022
Q2 		$2.66M Buy
37,734
+1,038
+3% +$79.4K 0.07% 159
2022
Q1 		$3.04M Buy
36,696
+2,976
+9% +$291K 0.08% 150
2021
Q4 		$3.63M Buy
33,720
+6,426
+24% +$723K 0.11% 121
2021
Q3 		$2.97M Buy
27,294
+8,876
+48% +$864K 0.08% 130
2021
Q2 		$1.71M Buy
18,418
+2,772
+18% +$275K 0.05% 158
2021
Q1 		$1.48M Sell
15,646
-5,657
-27% -$468K 0.05% 165
2020
Q4 		$1.28M Buy
21,303
+3,408
+19% +$166K 0.06% 149
2020
Q3 		$566K Buy
17,895
+2,397
+15% +$85.3K 0.03% 211
2020
Q2 		$587K Buy
15,498
+180
+1% +$6.3K 0.04% 178
2020
Q1 		$469K Buy
15,318
+1,044
+7% +$49.9K 0.04% 180
2019
Q4 		$814K Buy
14,274
+2,376
+20% +$121K 0.06% 186
2019
Q3 		$548K Buy
+11,898
New +$537K 0.03% 244

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

Aptus Capital Advisors's WAL Position: Q1 2023 in Review

Aptus Capital Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 44,549 shares — an estimated $2.65M sold.

Aptus Capital Advisors first reported a position in WAL in Q3 2019 and held it in 14 quarters. The position peaked at $3.63M in Q4 2021. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

  • Aptus Capital Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 44,549 Western Alliance Bancorporation shares in Q1 2023, an estimated $2.65M.
  • Aptus Capital Advisors first reported a position in Western Alliance Bancorporation in Q3 2019 and held it in 14 quarters.
  • Aptus Capital Advisors's Western Alliance Bancorporation position peaked at $3.63M in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

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