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Avalon Investment & Advisory’s Western Alliance Bancorporation WAL Stock Holding History

Avalon Investment & Advisory’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
Q2 		– Sell
-67,918
Closed -$2.08M – 344
2020
Q1 		$2.08M Sell
67,918
-5,610
-8% -$268K 0.05% 187
2019
Q4 		$4.19M Buy
+73,528
New +$3.76M 0.09% 161
2018
Q4 		– Sell
-58,719
Closed -$3.34M – 358
2018
Q3 		$3.34M Buy
58,719
+4,107
+8% +$237K 0.09% 194
2018
Q2 		$3.09M Buy
54,612
+4,859
+10% +$291K 0.09% 188
2018
Q1 		$2.89M Buy
49,753
+4,733
+11% +$280K 0.09% 173
2017
Q4 		$2.55M Buy
45,020
+1,509
+3% +$84K 0.08% 179
2017
Q3 		$2.31M Buy
+43,511
New +$2.13M 0.07% 179
2016
Q1 		– Sell
-43,003
Closed -$1.54M – 289
2015
Q4 		$1.54M Buy
43,003
+8,287
+24% +$299K 0.07% 121
2015
Q3 		$1.07M Buy
34,716
+9,492
+38% +$307K 0.05% 136
2015
Q2 		$852K Buy
25,224
+6,268
+33% +$200K 0.04% 140
2015
Q1 		$562K Buy
18,956
+5,283
+39% +$147K 0.02% 155
2014
Q4 		$380K Buy
+13,673
New +$353K 0.02% 168

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Avalon Investment & Advisory's WAL Position: Q2 2020 in Review

Avalon Investment & Advisory sold out of Western Alliance Bancorporation (WAL) in Q2 2020, closing a stake of 67,918 shares — an estimated $2.08M sold.

Avalon Investment & Advisory first reported a position in WAL in Q4 2014 and held it in 12 quarters. The position peaked at $4.19M in Q4 2019. 290 funds tracked by Wall St. Rank hold WAL as of Q2 2020.

  • Avalon Investment & Advisory reported no remaining Western Alliance Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 67,918 Western Alliance Bancorporation shares in Q2 2020, an estimated $2.08M.
  • Avalon Investment & Advisory first reported a position in Western Alliance Bancorporation in Q4 2014 and held it in 12 quarters.
  • Avalon Investment & Advisory's Western Alliance Bancorporation position peaked at $4.19M in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2020.

Based on Avalon Investment & Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.