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Concourse Financial Group Securities’s Western Alliance Bancorporation WAL Stock Holding History

Concourse Financial Group Securities’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
Q4 		– Sell
-103
Closed -$9.06K – 2343
2024
Q3 		$8.91K Sell
103
-153
-60% -$11.8K ﹤0.01% 1721
2024
Q2 		$16.1K Buy
256
+56
+28% +$3.39K ﹤0.01% 1566
2024
Q1 		$12.8K Hold
200
– – ﹤0.01% 1629
2023
Q4 		$13.2K Hold
200
– – ﹤0.01% 1609
2023
Q3 		$9.19K Hold
200
– – ﹤0.01% 1672
2023
Q2 		$7.29K Hold
200
– – ﹤0.01% 1744
2023
Q1 		$7.11K Sell
200
-46
-19% -$2.82K ﹤0.01% 1765
2022
Q4 		$14.7K Sell
246
-107
-30% -$6.93K ﹤0.01% 1554
2022
Q3 		$23K Buy
353
+6
+2% +$455 ﹤0.01% 1264
2022
Q2 		$24K Sell
347
-68
-16% -$5.2K ﹤0.01% 1398
2022
Q1 		$34K Buy
415
+74
+22% +$7.24K ﹤0.01% 1288
2021
Q4 		$37K Buy
341
+7
+2% +$788 ﹤0.01% 1406
2021
Q3 		$36K Buy
334
+91
+37% +$8.86K ﹤0.01% 1452
2021
Q2 		$23K Sell
243
-21
-8% -$2.08K ﹤0.01% 1609
2021
Q1 		$25K Sell
264
-125
-32% -$10.3K ﹤0.01% 1500
2020
Q4 		$23K Sell
389
-33
-8% -$1.61K ﹤0.01% 1426
2020
Q3 		$13K Buy
422
+13
+3% +$463 ﹤0.01% 1501
2020
Q2 		$15K Sell
409
-128
-24% -$4.48K ﹤0.01% 1400
2020
Q1 		$16K Buy
537
+171
+47% +$8.18K ﹤0.01% 1328
2019
Q4 		$21K Buy
366
+233
+175% +$11.9K ﹤0.01% 1240
2019
Q3 		$6K Sell
133
-240
-64% -$10.8K ﹤0.01% 1292
2019
Q2 		$17K Sell
373
-22
-6% -$982 ﹤0.01% 1316
2019
Q1 		$16K Sell
395
-193
-33% -$8.51K ﹤0.01% 1355
2018
Q4 		$23K Sell
588
-77
-12% -$3.64K ﹤0.01% 1092
2018
Q3 		$38K Buy
+665
New +$38.3K 0.01% 654

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Concourse Financial Group Securities's WAL Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Western Alliance Bancorporation (WAL) in Q4 2024, closing a stake of 103 shares — an estimated $9.06K sold.

Concourse Financial Group Securities first reported a position in WAL in Q3 2018 and held it in 25 quarters. The position peaked at $38K in Q3 2018. 426 funds tracked by Wall St. Rank hold WAL as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining Western Alliance Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 103 Western Alliance Bancorporation shares in Q4 2024, an estimated $9.06K.
  • Concourse Financial Group Securities first reported a position in Western Alliance Bancorporation in Q3 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Western Alliance Bancorporation position peaked at $38K in Q3 2018.
  • 426 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.