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GeoWealth Management’s Western Alliance Bancorporation WAL Stock Holding History

GeoWealth Management’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
-1,434
Closed -$120K – 1780
2024
Q4 		$120K Buy
1,434
+35
+3% +$3.08K ﹤0.01% 918
2024
Q3 		$121K Buy
+1,399
New +$108K ﹤0.01% 853

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
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

GeoWealth Management's WAL Position: Q1 2025 in Review

GeoWealth Management sold out of Western Alliance Bancorporation (WAL) in Q1 2025, closing a stake of 1,434 shares — an estimated $120K sold.

GeoWealth Management first reported a position in WAL in Q3 2024 and held it in 2 quarters. The position peaked at $121K in Q3 2024. 414 funds tracked by Wall St. Rank hold WAL as of Q1 2025.

  • GeoWealth Management reported no remaining Western Alliance Bancorporation position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,434 Western Alliance Bancorporation shares in Q1 2025, an estimated $120K.
  • GeoWealth Management first reported a position in Western Alliance Bancorporation in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Western Alliance Bancorporation position peaked at $121K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.