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Glassman Wealth Services’s Western Alliance Bancorporation WAL Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-348
Closed -$22.9K – 1798
2023
Q4 		$22.9K Sell
348
-19
-5% -$959 ﹤0.01% 655
2023
Q3 		$16.9K Buy
367
+81
+28% +$3.83K ﹤0.01% 702
2023
Q2 		$10.4K Buy
286
+126
+79% +$4.37K ﹤0.01% 802
2023
Q1 		$5.69K Buy
160
+106
+196% +$6.5K ﹤0.01% 965
2022
Q4 		$3.22K Buy
54
+43
+391% +$2.79K ﹤0.01% 1145
2022
Q3 		$1K Sell
11
-8
-42% -$606 ﹤0.01% 1565
2022
Q2 		$1K Sell
19
-8
-30% -$612 ﹤0.01% 1568
2022
Q1 		$2K Buy
27
+14
+108% +$1.37K ﹤0.01% 1282
2021
Q4 		$1K Buy
13
+4
+44% +$450 ﹤0.01% 1535
2021
Q3 		$1K Hold
9
– – ﹤0.01% 1493
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1393
2021
Q1 		$1K Buy
9
+2
+29% +$166 ﹤0.01% 1340
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1537
2020
Q3 		$0 Hold
7
– – ﹤0.01% 1511
2020
Q2 		$0 Sell
7
-3
-30% -$105 ﹤0.01% 1568
2020
Q1 		$0 Sell
10
-5
-33% -$239 ﹤0.01% 1603
2019
Q4 		$1K Hold
15
– – ﹤0.01% 1070
2019
Q3 		$1K Sell
15
-2
-12% -$90 ﹤0.01% 948
2019
Q2 		$1K Buy
17
+2
+13% +$89 ﹤0.01% 953
2019
Q1 		$1K Hold
15
– – ﹤0.01% 919
2018
Q4 		$1K Buy
+15
New +$709 ﹤0.01% 703

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Glassman Wealth Services's WAL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Western Alliance Bancorporation (WAL) in Q1 2024, closing a stake of 348 shares — an estimated $22.9K sold.

Glassman Wealth Services first reported a position in WAL in Q4 2018 and held it in 21 quarters. The position peaked at $22.9K in Q4 2023. 387 funds tracked by Wall St. Rank hold WAL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Western Alliance Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 348 Western Alliance Bancorporation shares in Q1 2024, an estimated $22.9K.
  • Glassman Wealth Services first reported a position in Western Alliance Bancorporation in Q4 2018 and held it in 21 quarters.
  • Glassman Wealth Services's Western Alliance Bancorporation position peaked at $22.9K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.