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Clearstead Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Clearstead 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
2026
Q1 		$2.41K Sell
34
-377
-92% -$31.4K ﹤0.01% 1866
2025
Q4 		$34.6K Buy
411
+243
+145% +$19.7K ﹤0.01% 1539
2025
Q3 		$14.6K Hold
168
– – ﹤0.01% 1780
2025
Q2 		$13.1K Buy
+168
New +$12.1K ﹤0.01% 1791
2024
Q2 		– Sell
-1,523
Closed -$96.1K – 2076
2024
Q1 		$96.1K Hold
1,523
– – ﹤0.01% 616
2023
Q4 		$100K Sell
1,523
-1,523
-50% -$76.8K 0.01% 585
2023
Q3 		$140K Buy
3,046
+1,523
+100% +$71.9K ﹤0.01% 654
2023
Q2 		$55.5K Buy
+1,523
New +$52.8K ﹤0.01% 713

Other funds holding WAL

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 $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return