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Institutional & Family Asset Management’s Western Alliance Bancorporation WAL Stock Holding History

Institutional & Family Asset Management’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
Q1 		– Sell
-128
Closed -$7.62K – 762
2022
Q4 		$7.62K Hold
128
– – ﹤0.01% 405
2022
Q3 		$8K Hold
128
– – ﹤0.01% 414
2022
Q2 		$9K Buy
+128
New +$9.79K ﹤0.01% 408

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Institutional & Family Asset Management's WAL Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 128 shares — an estimated $7.62K sold.

Institutional & Family Asset Management first reported a position in WAL in Q2 2022 and held it in 3 quarters. The position peaked at $9K in Q2 2022. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 128 Western Alliance Bancorporation shares in Q1 2023, an estimated $7.62K.
  • Institutional & Family Asset Management first reported a position in Western Alliance Bancorporation in Q2 2022 and held it in 3 quarters.
  • Institutional & Family Asset Management's Western Alliance Bancorporation position peaked at $9K in Q2 2022.
  • 330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.