Belpointe Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,323	Closed	-$82.6K	–	3346
2023 Q1	$82.6K	Buy	2,323 +2,124	+1,067%	+$130K	﹤0.01%	1420
2022 Q4	$11.9K	Buy	+199	New	+$12.9K	﹤0.01%	2527
2021 Q4	–	Sell	-924	Closed	-$102K	–	1261
2021 Q3	$102K	Buy	+924	New	+$89.9K	0.01%	1155

Other funds holding WAL

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DAM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Belpointe Asset Management's WAL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Western Alliance Bancorporation (WAL) in Q2 2023, closing a stake of 2,323 shares — an estimated $82.6K sold.

Belpointe Asset Management first reported a position in WAL in Q3 2021 and held it in 3 quarters. The position peaked at $102K in Q3 2021. 321 funds tracked by Wall St. Rank hold WAL as of Q2 2023.

Belpointe Asset Management reported no remaining Western Alliance Bancorporation position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,323 Western Alliance Bancorporation shares in Q2 2023, an estimated $82.6K.
Belpointe Asset Management first reported a position in Western Alliance Bancorporation in Q3 2021 and held it in 3 quarters.
Belpointe Asset Management's Western Alliance Bancorporation position peaked at $102K in Q3 2021.
321 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.