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Avantax Planning Partners’s Western Alliance Bancorporation WAL Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-184
Closed -$11K – 1469
2018
Q1 		$11K Buy
+184
New +$10.9K ﹤0.01% 1021

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Avantax Planning Partners's WAL Position: Q2 2018 in Review

Avantax Planning Partners sold out of Western Alliance Bancorporation (WAL) in Q2 2018, closing a stake of 184 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in WAL in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 346 funds tracked by Wall St. Rank hold WAL as of Q2 2018.

  • Avantax Planning Partners reported no remaining Western Alliance Bancorporation position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 184 Western Alliance Bancorporation shares in Q2 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Western Alliance Bancorporation in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Western Alliance Bancorporation position peaked at $11K in Q1 2018.
  • 346 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.