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Insight Folios’s Western Alliance Bancorporation WAL Stock Holding History

Insight Folios’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 		$1.08M Sell
12,510
-332
-3% -$25.5K 0.39% 39
2024
Q2 		$807K Sell
12,842
-254
-2% -$15.4K 0.33% 40
2024
Q1 		$841K Buy
13,096
+131
+1% +$8.04K 0.34% 39
2023
Q4 		$853K Sell
12,965
-30
-0.2% -$1.51K 0.37% 35
2023
Q3 		$597K Sell
12,995
-280
-2% -$13.2K 0.29% 39
2023
Q2 		$484K Buy
+13,275
New +$460K 0.2% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Insight Folios's WAL Position: Q3 2024 in Review

Insight Folios reduced its Western Alliance Bancorporation (WAL) stake by 2.6% in Q3 2024, selling an estimated $25.5K and leaving 12,510 shares worth $1.08M. The position accounts for 0.39% of the portfolio, ranked #39.

Insight Folios first reported a position in WAL in Q2 2023 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

  • Insight Folios held 12,510 shares of Western Alliance Bancorporation worth $1.08M as of Q3 2024.
  • Insight Folios sold 332 Western Alliance Bancorporation shares in Q3 2024, an estimated $25.5K.
  • Western Alliance Bancorporation made up 0.39% of Insight Folios's portfolio in Q3 2024, its #39 holding.
  • Insight Folios first reported a position in Western Alliance Bancorporation in Q2 2023 and has held it in 6 quarters since.
  • 416 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.