Estate Counselors’s Western Alliance Bancorporation WAL Stock Holding History

Estate Counselors’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
2025 Q1	–	Sell	-25,290	Closed	-$2.11M	–	127
2024 Q4	$2.11M	Hold	25,290	–	–	0.23%	53
2024 Q3	$2.19M	Hold	25,290	–	–	0.23%	41
2024 Q2	$1.59M	Sell	25,290 -70	-0.3%	-$4.23K	0.17%	62
2024 Q1	$1.63M	Buy	+25,360	New	+$1.56M	0.19%	61
2022 Q2	–	Sell	-16,925	Closed	-$1.4M	–	203
2022 Q1	$1.4M	Hold	16,925	–	–	0.18%	66
2021 Q4	$1.82M	Buy	16,925 +125	+0.7%	+$14.1K	0.22%	50
2021 Q3	$1.83M	Buy	16,800 +6,030	+56%	+$587K	0.23%	52
2021 Q2	$999K	Buy	10,770 +220	+2%	+$21.8K	0.13%	106
2021 Q1	$996K	Buy	+10,550	New	+$874K	0.15%	111

Other funds holding WAL

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DAM

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

Estate Counselors's WAL Position: Q1 2025 in Review

Estate Counselors sold out of Western Alliance Bancorporation (WAL) in Q1 2025, closing a stake of 25,290 shares — an estimated $2.11M sold.

Estate Counselors first reported a position in WAL in Q1 2021 and held it in 9 quarters. The position peaked at $2.19M in Q3 2024. 414 funds tracked by Wall St. Rank hold WAL as of Q1 2025.

Estate Counselors reported no remaining Western Alliance Bancorporation position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 25,290 Western Alliance Bancorporation shares in Q1 2025, an estimated $2.11M.
Estate Counselors first reported a position in Western Alliance Bancorporation in Q1 2021 and held it in 9 quarters.
Estate Counselors's Western Alliance Bancorporation position peaked at $2.19M in Q3 2024.
414 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.