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Bright Futures Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Bright Futures 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
Q4 		– Sell
-15,034
Closed -$1.27M – 235
2024
Q3 		$1.27M Sell
15,034
-7
-0% -$539 0.61% 48
2024
Q2 		$1.1M Buy
15,041
+124
+0.8% +$7.5K 0.59% 45
2024
Q1 		$909K Buy
+14,917
New +$915K 0.49% 60

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bright Futures Wealth Management's WAL Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2024, closing a stake of 15,034 shares — an estimated $1.27M sold.

Bright Futures Wealth Management first reported a position in WAL in Q1 2024 and held it in 3 quarters. The position peaked at $1.27M in Q3 2024. 427 funds tracked by Wall St. Rank hold WAL as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 15,034 Western Alliance Bancorporation shares in Q4 2024, an estimated $1.27M.
  • Bright Futures Wealth Management first reported a position in Western Alliance Bancorporation in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Western Alliance Bancorporation position peaked at $1.27M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.