CAL
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Capital Advisors Ltd’s Western Alliance Bancorporation WAL Stock Holding History

Capital Advisors Ltd’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
Q2 		– Sell
-423
Closed -$27K – 1657
2024
Q1 		$27K Hold
423
– – ﹤0.01% 542
2023
Q4 		$28K Hold
423
– – ﹤0.01% 516
2023
Q3 		$19K Sell
423
-422
-50% -$19.9K ﹤0.01% 570
2023
Q2 		$31K Hold
845
– – ﹤0.01% 497
2023
Q1 		$30K Sell
845
-10
-1% -$613 ﹤0.01% 426
2022
Q4 		$51K Sell
855
-794
-48% -$51.4K 0.01% 370
2022
Q3 		$108K Buy
1,649
+12
+0.7% +$909 0.02% 299
2022
Q2 		$116K Hold
1,637
– – 0.02% 292
2022
Q1 		$136K Buy
1,637
+419
+34% +$41K 0.02% 283
2021
Q4 		$131K Buy
+1,218
New +$137K 0.02% 276

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return