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Gradient Investments’s Western Alliance Bancorporation WAL Stock Holding History

Gradient Investments’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 		– Sell
-166
Closed -$10.4K – 1287
2024
Q2 		$10.4K Buy
166
+157
+1,744% +$9.49K ﹤0.01% 732
2024
Q1 		$578 Hold
9
– – ﹤0.01% 998
2023
Q4 		$592 Hold
9
– – ﹤0.01% 1556
2023
Q3 		$414 Buy
+9
New +$425 ﹤0.01% 1583

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Gradient Investments's WAL Position: Q3 2024 in Review

Gradient Investments sold out of Western Alliance Bancorporation (WAL) in Q3 2024, closing a stake of 166 shares — an estimated $10.4K sold.

Gradient Investments first reported a position in WAL in Q3 2023 and held it in 4 quarters. The position peaked at $10.4K in Q2 2024. 417 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

  • Gradient Investments reported no remaining Western Alliance Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 166 Western Alliance Bancorporation shares in Q3 2024, an estimated $10.4K.
  • Gradient Investments first reported a position in Western Alliance Bancorporation in Q3 2023 and held it in 4 quarters.
  • Gradient Investments's Western Alliance Bancorporation position peaked at $10.4K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.