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Connectus Wealth’s Western Alliance Bancorporation WAL Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-7,257
Closed -$432K – 473
2022
Q4 		$432K Sell
7,257
-300
-4% -$19.4K 0.01% 353
2022
Q3 		$497K Hold
7,557
– – 0.01% 404
2022
Q2 		$534K Buy
+7,557
New +$578K 0.01% 328

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Connectus Wealth's WAL Position: Q1 2023 in Review

Connectus Wealth sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 7,257 shares — an estimated $432K sold.

Connectus Wealth first reported a position in WAL in Q2 2022 and held it in 3 quarters. The position peaked at $534K in Q2 2022. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

  • Connectus Wealth reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Connectus Wealth sold 7,257 Western Alliance Bancorporation shares in Q1 2023, an estimated $432K.
  • Connectus Wealth first reported a position in Western Alliance Bancorporation in Q2 2022 and held it in 3 quarters.
  • Connectus Wealth's Western Alliance Bancorporation position peaked at $534K in Q2 2022.
  • 330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.