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

Avior 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
2025 Q1	–	Sell	-157	Closed	-$13.1K	–	2315
2024 Q4	$13.1K	Hold	157	–	–	﹤0.01%	1535
2024 Q3	$13.6K	Buy	157 +2	+1%	+$154	﹤0.01%	1459
2024 Q2	$9.74K	Hold	155	–	–	﹤0.01%	1523
2024 Q1	$9.95K	Hold	155	–	–	﹤0.01%	1873
2023 Q4	$10.2K	Sell	155 -2,000	-93%	-$101K	﹤0.01%	988
2023 Q3	$99.1K	Hold	2,155	–	–	0.01%	626
2023 Q2	$78.6K	Buy	2,155 +2,000	+1,290%	+$69.4K	0.01%	675
2023 Q1	$5.51K	Hold	155	–	–	﹤0.01%	1170
2022 Q4	$9.23K	Hold	155	–	–	﹤0.01%	865
2022 Q3	$10K	Hold	155	–	–	﹤0.01%	856
2022 Q2	$10K	Hold	155	–	–	﹤0.01%	779
2022 Q1	$12K	Hold	155	–	–	﹤0.01%	809
2021 Q4	$16K	Hold	155	–	–	﹤0.01%	746
2021 Q3	$16K	Hold	155	–	–	﹤0.01%	711
2021 Q2	$14K	Hold	155	–	–	﹤0.01%	702
2021 Q1	$14K	Hold	155	–	–	﹤0.01%	715
2020 Q4	$9K	Sell	155 -290	-65%	-$14.1K	﹤0.01%	729
2020 Q3	$14K	Hold	445	–	–	﹤0.01%	647
2020 Q2	$16K	Hold	445	–	–	﹤0.01%	611
2020 Q1	$13K	Buy	+445	New	+$21.3K	﹤0.01%	555

Other funds holding WAL

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

DAM

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

Avior Wealth Management's WAL Position: Q1 2025 in Review

Avior Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q1 2025, closing a stake of 157 shares — an estimated $13.1K sold.

Avior Wealth Management first reported a position in WAL in Q1 2020 and held it in 20 quarters. The position peaked at $99.1K in Q3 2023. 414 funds tracked by Wall St. Rank hold WAL as of Q1 2025.

Avior Wealth Management reported no remaining Western Alliance Bancorporation position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 157 Western Alliance Bancorporation shares in Q1 2025, an estimated $13.1K.
Avior Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2020 and held it in 20 quarters.
Avior Wealth Management's Western Alliance Bancorporation position peaked at $99.1K in Q3 2023.
414 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.