Disciplined Investments’s Western Alliance Bancorporation WAL Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-3,170	Closed	-$116K	–	1530
2023 Q2	$116K	Buy	3,170 +38	+1%	+$1.32K	0.06%	138
2023 Q1	$111K	Buy	3,132 +3,111	+14,814%	+$191K	0.05%	157
2022 Q4	$1.25K	Buy	21 +5	+31%	+$324	﹤0.01%	806
2022 Q3	$1K	Sell	16 -7	-30%	-$530	﹤0.01%	1126
2022 Q2	$2K	Buy	23 +4	+21%	+$306	﹤0.01%	756
2022 Q1	$2K	Buy	+19	New	+$1.86K	﹤0.01%	812

Other funds holding WAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Disciplined Investments's WAL Position: Q3 2023 in Review

Disciplined Investments sold out of Western Alliance Bancorporation (WAL) in Q3 2023, closing a stake of 3,170 shares — an estimated $116K sold.

Disciplined Investments first reported a position in WAL in Q1 2022 and held it in 6 quarters. The position peaked at $116K in Q2 2023. 338 funds tracked by Wall St. Rank hold WAL as of Q3 2023.

Disciplined Investments reported no remaining Western Alliance Bancorporation position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 3,170 Western Alliance Bancorporation shares in Q3 2023, an estimated $116K.
Disciplined Investments first reported a position in Western Alliance Bancorporation in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Western Alliance Bancorporation position peaked at $116K in Q2 2023.
338 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.