CSat Investment Advisory’s Western Alliance Bancorporation WAL Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-351	Closed	-$11K	–	961
2020 Q3	$11K	Buy	351 +48	+16%	+$1.71K	﹤0.01%	1029
2020 Q2	$11K	Sell	303 -55	-15%	-$1.92K	﹤0.01%	1024
2020 Q1	$11K	Buy	358 +60	+20%	+$2.87K	﹤0.01%	898
2019 Q4	$17K	Buy	298 +44	+17%	+$2.25K	﹤0.01%	843
2019 Q3	$12K	Buy	254 +36	+17%	+$1.63K	﹤0.01%	867
2019 Q2	$10K	Buy	+218	New	+$9.73K	﹤0.01%	888

Other funds holding WAL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's WAL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Western Alliance Bancorporation (WAL) in Q4 2020, closing a stake of 351 shares — an estimated $11K sold.

CSat Investment Advisory first reported a position in WAL in Q2 2019 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 328 funds tracked by Wall St. Rank hold WAL as of Q4 2020.

CSat Investment Advisory reported no remaining Western Alliance Bancorporation position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 351 Western Alliance Bancorporation shares in Q4 2020, an estimated $11K.
CSat Investment Advisory first reported a position in Western Alliance Bancorporation in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Western Alliance Bancorporation position peaked at $17K in Q4 2019.
328 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.