AWM
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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 – 561
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return