Icon Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-341	Closed	-$14K	–	767
2019 Q1	$14K	Buy	+341	New	+$15K	0.01%	629
2018 Q3	–	Sell	-389	Closed	-$22K	–	719
2018 Q2	$22K	Buy	+389	New	+$23.3K	0.01%	571
2018 Q1	–	Sell	-371	Closed	-$21K	–	727
2017 Q4	$21K	Buy	+371	New	+$20.7K	0.01%	606

Other funds holding WAL

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Icon Wealth Partners's WAL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q2 2019, closing a stake of 341 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in WAL in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 339 funds tracked by Wall St. Rank hold WAL as of Q2 2019.

Icon Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 341 Western Alliance Bancorporation shares in Q2 2019, an estimated $14K.
Icon Wealth Partners first reported a position in Western Alliance Bancorporation in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Western Alliance Bancorporation position peaked at $22K in Q2 2018.
339 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.