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CM Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-14,068
Closed -$531K – 428
2023
Q1 		$531K Buy
+14,068
New +$862K 0.1% 248

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CM Wealth Advisors's WAL Position: Q2 2023 in Review

CM Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2023, closing a stake of 14,068 shares — an estimated $531K sold.

CM Wealth Advisors first reported a position in WAL in Q1 2023 and held it in 1 quarter. The position peaked at $531K in Q1 2023. 321 funds tracked by Wall St. Rank hold WAL as of Q2 2023.

  • CM Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 14,068 Western Alliance Bancorporation shares in Q2 2023, an estimated $531K.
  • CM Wealth Advisors first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Western Alliance Bancorporation position peaked at $531K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.