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Joel Greenblatt’s Western Alliance Bancorporation WAL Stock Holding History

Joel Greenblatt’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
Q3 		– Sell
-6,530
Closed -$238K – 1420
2023
Q2 		$238K Sell
6,530
-650
-9% -$22.5K 0.01% 1188
2023
Q1 		$255K Buy
+7,180
New +$440K 0.01% 1183
2022
Q4 		– Sell
-3,786
Closed -$249K – 1320
2022
Q3 		$249K Sell
3,786
-3,534
-48% -$268K 0.01% 1027
2022
Q2 		$517K Buy
7,320
+2,781
+61% +$213K 0.02% 772
2022
Q1 		$376K Buy
4,539
+126
+3% +$12.3K 0.01% 878
2021
Q4 		$475K Buy
4,413
+1,270
+40% +$143K 0.02% 789
2021
Q3 		$342K Buy
3,143
+629
+25% +$61.2K 0.01% 774
2021
Q2 		$233K Buy
2,514
+269
+12% +$26.7K 0.01% 916
2021
Q1 		$212K Buy
+2,245
New +$186K 0.01% 937
2020
Q1 		– Sell
-8,432
Closed -$481K – 1225
2019
Q4 		$481K Buy
8,432
+860
+11% +$43.9K 0.01% 826
2019
Q3 		$349K Buy
7,572
+315
+4% +$14.2K 0.01% 873
2019
Q2 		$325K Buy
+7,257
New +$324K 0.01% 930
2014
Q2 		– Sell
-13,227
Closed -$325K – 1107
2014
Q1 		$325K Sell
13,227
-5,518
-29% -$128K ﹤0.01% 882
2013
Q4 		$447K Sell
18,745
-295
-2% -$6.43K 0.01% 768
2013
Q3 		$360K Buy
19,040
+701
+4% +$12.2K 0.01% 751
2013
Q2 		$290K Buy
+18,339
New +$266K 0.01% 778

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's WAL Position: Q3 2023 in Review

Joel Greenblatt sold out of Western Alliance Bancorporation (WAL) in Q3 2023, closing a stake of 6,530 shares — an estimated $238K sold.

Joel Greenblatt first reported a position in WAL in Q2 2013 and held it in 16 quarters. The position peaked at $517K in Q2 2022. 338 funds tracked by Wall St. Rank hold WAL as of Q3 2023.

  • Joel Greenblatt reported no remaining Western Alliance Bancorporation position as of Q3 2023 after selling out during the quarter.
  • Joel Greenblatt sold 6,530 Western Alliance Bancorporation shares in Q3 2023, an estimated $238K.
  • Joel Greenblatt first reported a position in Western Alliance Bancorporation in Q2 2013 and held it in 16 quarters.
  • Joel Greenblatt's Western Alliance Bancorporation position peaked at $517K in Q2 2022.
  • 338 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2023.

Based on Gotham Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.