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Baldwin Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-44
Closed -$3.81K – 1022
2024
Q3 		$3.81K Buy
+44
New +$3.39K ﹤0.01% 895

Other funds holding WAL

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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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baldwin Wealth Partners's WAL Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q4 2024, closing a stake of 44 shares — an estimated $3.81K sold.

Baldwin Wealth Partners first reported a position in WAL in Q3 2024 and held it in 1 quarter. The position peaked at $3.81K in Q3 2024. 426 funds tracked by Wall St. Rank hold WAL as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 44 Western Alliance Bancorporation shares in Q4 2024, an estimated $3.81K.
  • Baldwin Wealth Partners first reported a position in Western Alliance Bancorporation in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Western Alliance Bancorporation position peaked at $3.81K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.