Heritage Wealth Management (Arizona)’s Western Alliance Bancorporation WAL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$11.7K	Buy	196 +98	+100%	+$6.35K	﹤0.01%	751
2022 Q3	$6K	Hold	98	–	–	﹤0.01%	742
2022 Q2	$6.92K	Hold	98	–	–	﹤0.01%	723
2022 Q1	$8K	Buy	+98	New	+$9.59K	﹤0.01%	744
2021 Q3	$11K	Hold	98	–	–	﹤0.01%	645
2021 Q2	$9K	Buy	+98	New	+$9.71K	﹤0.01%	679

Other funds holding WAL

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WAL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Western Alliance Bancorporation (WAL) stake by 100% in Q4 2022, buying an estimated $6.35K and bringing the position to 196 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Heritage Wealth Management (Arizona) first reported a position in WAL in Q2 2021 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold WAL as of Q4 2022.

Heritage Wealth Management (Arizona) held 196 shares of Western Alliance Bancorporation worth $11.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 98 Western Alliance Bancorporation shares in Q4 2022, an estimated $6.35K.
Western Alliance Bancorporation made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #751 holding.
Heritage Wealth Management (Arizona) first reported a position in Western Alliance Bancorporation in Q2 2021 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.