CWS
WAL icon

Confluence Wealth Services’s Western Alliance Bancorporation WAL Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-80
Closed -$8K – 1161
2021
Q4 		$8K Buy
+80
New +$9.01K ﹤0.01% 978

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Confluence Wealth Services's WAL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Western Alliance Bancorporation (WAL) in Q1 2022, closing a stake of 80 shares — an estimated $8K sold.

Confluence Wealth Services first reported a position in WAL in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 401 funds tracked by Wall St. Rank hold WAL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Western Alliance Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 80 Western Alliance Bancorporation shares in Q1 2022, an estimated $8K.
  • Confluence Wealth Services first reported a position in Western Alliance Bancorporation in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Western Alliance Bancorporation position peaked at $8K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.