Berman Capital Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Berman Capital 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
2021 Q3	$38K	Buy	352 +18	+5%	+$1.75K	0.01%	786
2021 Q2	$31K	Buy	334 +11	+3%	+$1.09K	﹤0.01%	760
2021 Q1	$30K	Hold	323	–	–	0.01%	663
2020 Q4	$19K	Buy	323 +32	+11%	+$1.56K	﹤0.01%	692
2020 Q3	$9K	Buy	291 +243	+506%	+$8.65K	﹤0.01%	854
2020 Q2	$1K	Sell	48 -33	-41%	-$1.16K	﹤0.01%	1519
2020 Q1	$1K	Buy	+81	New	+$3.87K	﹤0.01%	1389
2019 Q2	–	Sell	-47	Closed	-$1K	–	1588
2019 Q1	$1K	Buy	+47	New	+$2.07K	﹤0.01%	1279

Other funds holding WAL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Berman Capital Advisors's WAL Position: Q3 2021 in Review

Berman Capital Advisors increased its Western Alliance Bancorporation (WAL) stake by 5.4% in Q3 2021, buying an estimated $1.75K and bringing the position to 352 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #786.

Berman Capital Advisors first reported a position in WAL in Q1 2019 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold WAL as of Q3 2021.

Berman Capital Advisors held 352 shares of Western Alliance Bancorporation worth $38K as of Q3 2021.
Berman Capital Advisors bought 18 Western Alliance Bancorporation shares in Q3 2021, an estimated $1.75K.
Western Alliance Bancorporation made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #786 holding.
Berman Capital Advisors first reported a position in Western Alliance Bancorporation in Q1 2019 and has held it in 8 quarters since.
396 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.