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Exencial Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Exencial Wealth Advisors’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
-2,184
Closed -$203K – 467
2021
Q2 		$203K Hold
2,184
– – 0.01% 432
2021
Q1 		$206K Buy
+2,184
New +$181K 0.01% 416

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 $3.38T AUM 44.17% 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

Exencial Wealth Advisors's WAL Position: Q3 2021 in Review

Exencial Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q3 2021, closing a stake of 2,184 shares — an estimated $203K sold.

Exencial Wealth Advisors first reported a position in WAL in Q1 2021 and held it in 2 quarters. The position peaked at $206K in Q1 2021. 396 funds tracked by Wall St. Rank hold WAL as of Q3 2021.

  • Exencial Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q3 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 2,184 Western Alliance Bancorporation shares in Q3 2021, an estimated $203K.
  • Exencial Wealth Advisors first reported a position in Western Alliance Bancorporation in Q1 2021 and held it in 2 quarters.
  • Exencial Wealth Advisors's Western Alliance Bancorporation position peaked at $206K in Q1 2021.
  • 396 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2021.

Based on Exencial Wealth Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.