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Atlas Private Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Atlas Private 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
2020
Q1 		– Sell
-170
Closed -$10K – 492
2019
Q4 		$10K Buy
+170
New +$8.69K 0.01% 350

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Atlas Private Wealth Management's WAL Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q1 2020, closing a stake of 170 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in WAL in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 315 funds tracked by Wall St. Rank hold WAL as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining Western Alliance Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 170 Western Alliance Bancorporation shares in Q1 2020, an estimated $10K.
  • Atlas Private Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's Western Alliance Bancorporation position peaked at $10K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.