Carroll Financial Associates’s Western Alliance Bancorporation WAL Stock Holding History

Carroll Financial Associates’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
2020 Q2	–	Sell	-50	Closed	-$1K	–	1710
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	1411
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1398
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	1359
2019 Q2	$2K	Buy	+50	New	+$2.23K	﹤0.01%	1396
2018 Q1	–	Sell	-54	Closed	-$3K	–	1354
2017 Q4	$3K	Hold	54	–	–	﹤0.01%	1102
2017 Q3	$2K	Buy	+54	New	+$2.65K	﹤0.01%	1114

Other funds holding WAL

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carroll Financial Associates's WAL Position: Q2 2020 in Review

Carroll Financial Associates sold out of Western Alliance Bancorporation (WAL) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in WAL in Q3 2017 and held it in 6 quarters. The position peaked at $3K in Q4 2017. 290 funds tracked by Wall St. Rank hold WAL as of Q2 2020.

Carroll Financial Associates reported no remaining Western Alliance Bancorporation position as of Q2 2020 after selling out during the quarter.
Carroll Financial Associates sold 50 Western Alliance Bancorporation shares in Q2 2020, an estimated $1K.
Carroll Financial Associates first reported a position in Western Alliance Bancorporation in Q3 2017 and held it in 6 quarters.
Carroll Financial Associates's Western Alliance Bancorporation position peaked at $3K in Q4 2017.
290 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.