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Impact Partnership Wealth’s Western Alliance Bancorporation WAL Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-12
Closed -$770 – 685
2024
Q1 		$770 Sell
12
-56
-82% -$3.44K ﹤0.01% 638
2023
Q4 		$4.48K Sell
68
-3,098
-98% -$156K ﹤0.01% 590
2023
Q3 		$146K Buy
+3,166
New +$150K 0.05% 233

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impact Partnership Wealth's WAL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Western Alliance Bancorporation (WAL) in Q2 2024, closing a stake of 12 shares — an estimated $770 sold.

Impact Partnership Wealth first reported a position in WAL in Q3 2023 and held it in 3 quarters. The position peaked at $146K in Q3 2023. 379 funds tracked by Wall St. Rank hold WAL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Western Alliance Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 12 Western Alliance Bancorporation shares in Q2 2024, an estimated $770.
  • Impact Partnership Wealth first reported a position in Western Alliance Bancorporation in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Western Alliance Bancorporation position peaked at $146K in Q3 2023.
  • 379 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.