APWM
WAL icon

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 $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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. 316 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.
  • 316 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.