Atticus Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Atticus 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
2024 Q3	–	Sell	-24	Closed	-$1.53K	–	557
2024 Q2	$1.53K	Hold	24	–	–	﹤0.01%	473
2024 Q1	$1.56K	Sell	24 -10	-29%	-$614	﹤0.01%	491
2023 Q4	$2.24K	Sell	34 -4	-11%	-$202	﹤0.01%	480
2023 Q3	$1.74K	Hold	38	–	–	﹤0.01%	511
2023 Q2	$1.37K	Buy	38 +1	+3%	+$35	﹤0.01%	519
2023 Q1	$1.32K	Buy	37 +20	+118%	+$1.23K	﹤0.01%	488
2022 Q4	$1.02K	Sell	17 -7	-29%	-$453	﹤0.01%	490
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	517
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	550
2022 Q1	$2K	Sell	24 -136	-85%	-$13.3K	﹤0.01%	537
2021 Q4	$17K	Sell	160 -624	-80%	-$70.2K	0.01%	322
2021 Q3	$85K	Buy	+784	New	+$76.3K	0.04%	186

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Atticus Wealth Management's WAL Position: Q3 2024 in Review

Atticus Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q3 2024, closing a stake of 24 shares — an estimated $1.53K sold.

Atticus Wealth Management first reported a position in WAL in Q3 2021 and held it in 12 quarters. The position peaked at $85K in Q3 2021. 417 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

Atticus Wealth Management reported no remaining Western Alliance Bancorporation position as of Q3 2024 after selling out during the quarter.
Atticus Wealth Management sold 24 Western Alliance Bancorporation shares in Q3 2024, an estimated $1.53K.
Atticus Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2021 and held it in 12 quarters.
Atticus Wealth Management's Western Alliance Bancorporation position peaked at $85K in Q3 2021.
417 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Atticus Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.