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CFM Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-1,546
Closed -$58K – 454
2020
Q2 		$58K Sell
1,546
-136
-8% -$4.76K 0.02% 264
2020
Q1 		$51K Hold
1,682
– – 0.02% 268
2019
Q4 		$97K Buy
+1,682
New +$85.9K 0.04% 214

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFM Wealth Partners's WAL Position: Q3 2020 in Review

CFM Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q3 2020, closing a stake of 1,546 shares — an estimated $58K sold.

CFM Wealth Partners first reported a position in WAL in Q4 2019 and held it in 3 quarters. The position peaked at $97K in Q4 2019. 297 funds tracked by Wall St. Rank hold WAL as of Q3 2020.

  • CFM Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,546 Western Alliance Bancorporation shares in Q3 2020, an estimated $58K.
  • CFM Wealth Partners first reported a position in Western Alliance Bancorporation in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Western Alliance Bancorporation position peaked at $97K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.