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GWS
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
–
1803
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
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$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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