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Householder Group Estate & Retirement Specialist’s Western Alliance Bancorporation WAL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-938
Closed -$43.1K – 1347
2023
Q3 		$43.1K Buy
+938
New +$44.3K 0.02% 472
2022
Q4 		– Sell
-78
Closed -$5K – 1154
2022
Q3 		$5K Buy
+78
New +$5.91K ﹤0.01% 875

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WAL Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Western Alliance Bancorporation (WAL) in Q4 2023, closing a stake of 938 shares — an estimated $43.1K sold.

Householder Group Estate & Retirement Specialist first reported a position in WAL in Q3 2022 and held it in 2 quarters. The position peaked at $43.1K in Q3 2023. 376 funds tracked by Wall St. Rank hold WAL as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Western Alliance Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 938 Western Alliance Bancorporation shares in Q4 2023, an estimated $43.1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Western Alliance Bancorporation in Q3 2022 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Western Alliance Bancorporation position peaked at $43.1K in Q3 2023.
  • 376 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.