First Personal Financial Services’s Western Alliance Bancorporation WAL Stock Holding History

First Personal Financial Services’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
2024 Q3	$173	Buy	+2	New	+$154	﹤0.01%	484
2019 Q3	–	Sell	-94	Closed	-$4K	–	753
2019 Q2	$4K	Hold	94	–	–	﹤0.01%	622
2019 Q1	$4K	Hold	94	–	–	﹤0.01%	628
2018 Q4	$4K	Hold	94	–	–	﹤0.01%	591
2018 Q3	$5K	Hold	94	–	–	﹤0.01%	608
2018 Q2	$5K	Sell	94 -234	-71%	-$14K	﹤0.01%	584
2018 Q1	$19K	Buy	328 +3	+0.9%	+$178	﹤0.01%	646
2017 Q4	$18K	Sell	325 -48	-13%	-$2.67K	﹤0.01%	669
2017 Q3	$20K	Sell	373 -39	-9%	-$1.91K	﹤0.01%	592
2017 Q2	$20K	Sell	412 -12	-3%	-$571	﹤0.01%	586
2017 Q1	$21K	Sell	424 -49	-10%	-$2.45K	0.01%	559
2016 Q4	$23K	Sell	473 -83	-15%	-$3.57K	0.01%	530
2016 Q3	$21K	Buy	556 +28	+5%	+$996	0.01%	433
2016 Q2	$17K	Buy	+528	New	+$18.5K	0.01%	454

Other funds holding WAL

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

First Personal Financial Services's WAL Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Western Alliance Bancorporation (WAL) in Q3 2024: 2 shares worth $173. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in WAL as recently as Q2 2019.

First Personal Financial Services first reported a position in WAL in Q2 2016 and has held it in 14 quarters since. The position peaked at $23K in Q4 2016. 416 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

First Personal Financial Services held 2 shares of Western Alliance Bancorporation worth $173 as of Q3 2024.
Western Alliance Bancorporation was a new First Personal Financial Services position in Q3 2024.
Western Alliance Bancorporation made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #484 holding.
First Personal Financial Services first reported a position in Western Alliance Bancorporation in Q2 2016 and has held it in 14 quarters since.
First Personal Financial Services's Western Alliance Bancorporation position peaked at $23K in Q4 2016.
416 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.