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

Axxcess 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
Q2 		– Sell
-7,712
Closed -$495K – 954
2024
Q1 		$495K Buy
+7,712
New +$473K 0.01% 536

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Axxcess Wealth Management's WAL Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q2 2024, closing a stake of 7,712 shares — an estimated $495K sold.

Axxcess Wealth Management first reported a position in WAL in Q1 2024 and held it in 1 quarter. The position peaked at $495K in Q1 2024. 378 funds tracked by Wall St. Rank hold WAL as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Western Alliance Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,712 Western Alliance Bancorporation shares in Q2 2024, an estimated $495K.
  • Axxcess Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Western Alliance Bancorporation position peaked at $495K in Q1 2024.
  • 378 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.