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BDO Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

BDO Wealth Advisors’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
2023
Q2 		– Sell
-500
Closed -$17.8K – 1064
2023
Q1 		$17.8K Buy
+500
New +$30.6K ﹤0.01% 599

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BDO Wealth Advisors's WAL Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2023, closing a stake of 500 shares — an estimated $17.8K sold.

BDO Wealth Advisors first reported a position in WAL in Q1 2023 and held it in 1 quarter. The position peaked at $17.8K in Q1 2023. 320 funds tracked by Wall St. Rank hold WAL as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 500 Western Alliance Bancorporation shares in Q2 2023, an estimated $17.8K.
  • BDO Wealth Advisors first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Western Alliance Bancorporation position peaked at $17.8K in Q1 2023.
  • 320 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.