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Dynamic Advisor Solutions’s Western Alliance Bancorporation WAL Stock Holding History

Dynamic Advisor Solutions’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
2021
Q3 		– Sell
-4,597
Closed -$427K – 817
2021
Q2 		$427K Sell
4,597
-1,779
-28% -$176K 0.03% 465
2021
Q1 		$602K Buy
+6,376
New +$528K 0.06% 338

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dynamic Advisor Solutions's WAL Position: Q3 2021 in Review

Dynamic Advisor Solutions sold out of Western Alliance Bancorporation (WAL) in Q3 2021, closing a stake of 4,597 shares — an estimated $427K sold.

Dynamic Advisor Solutions first reported a position in WAL in Q1 2021 and held it in 2 quarters. The position peaked at $602K in Q1 2021. 396 funds tracked by Wall St. Rank hold WAL as of Q3 2021.

  • Dynamic Advisor Solutions reported no remaining Western Alliance Bancorporation position as of Q3 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,597 Western Alliance Bancorporation shares in Q3 2021, an estimated $427K.
  • Dynamic Advisor Solutions first reported a position in Western Alliance Bancorporation in Q1 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Western Alliance Bancorporation position peaked at $602K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2021, filed 28 Oct 2021.