JP Morgan Private Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-63,878
| Closed | -$2.27M | – | 1913 |
|
|
2023
Q1 | $2.27M | Sell |
63,878
-3,096
| -5% | -$190K | ﹤0.01% | 832 |
|
|
2022
Q4 | $3.99M | Sell |
66,974
-3,258
| -5% | -$211K | 0.01% | 630 |
|
|
2022
Q3 | $4.62M | Buy |
70,232
+1,689
| +2% | +$128K | 0.01% | 578 |
|
|
2022
Q2 | $4.84M | Sell |
68,543
-130
| -0.2% | -$9.95K | 0.01% | 573 |
|
|
2022
Q1 | $5.69M | Buy |
68,673
+158
| +0.2% | +$15.5K | 0.01% | 579 |
|
|
2021
Q4 | $7.38M | Sell |
68,515
-15,634
| -19% | -$1.76M | 0.02% | 511 |
|
|
2021
Q3 | $9.16M | Sell |
84,149
-1,509
| -2% | -$147K | 0.02% | 442 |
|
|
2021
Q2 | $7.95M | Buy |
85,658
+2,721
| +3% | +$270K | 0.02% | 472 |
|
|
2021
Q1 | $7.83M | Buy |
82,937
+5,909
| +8% | +$489K | 0.03% | 410 |
|
|
2020
Q4 | $4.62M | Buy |
77,028
+12,999
| +20% | +$633K | 0.02% | 504 |
|
|
2020
Q3 | $2.02M | Buy |
64,029
+15,651
| +32% | +$557K | 0.01% | 647 |
|
|
2020
Q2 | $1.83M | Buy |
48,378
+15,876
| +49% | +$555K | 0.01% | 610 |
|
|
2020
Q1 | $995K | Buy |
+32,502
| New | +$1.55M | 0.01% | 717 |
|
|
2019
Q2 | – | Sell |
-34,848
| Closed | -$1.43M | – | 1465 |
|
|
2019
Q1 | $1.43M | Sell |
34,848
-25
| -0.1% | -$1.1K | 0.01% | 688 |
|
|
2018
Q4 | $1.38M | Buy |
34,873
+106
| +0.3% | +$5.01K | 0.01% | 653 |
|
|
2018
Q3 | $1.98M | Buy |
34,767
+67
| +0.2% | +$3.86K | 0.01% | 632 |
|
|
2018
Q2 | $1.97M | Sell |
34,700
-32,146
| -48% | -$1.93M | 0.01% | 605 |
|
|
2018
Q1 | $3.88M | Buy |
66,846
+32,101
| +92% | +$1.9M | 0.03% | 370 |
|
|
2017
Q4 | $1.97M | Sell |
34,745
-208
| -0.6% | -$11.6K | 0.01% | 480 |
|
|
2017
Q3 | $1.86M | Sell |
34,953
-1,960
| -5% | -$96.2K | 0.01% | 485 |
|
|
2017
Q2 | $1.82M | Buy |
36,913
+3,833
| +12% | +$182K | 0.01% | 482 |
|
|
2017
Q1 | $1.62M | Sell |
33,080
-1,885
| -5% | -$94.4K | 0.01% | 510 |
|
|
2016
Q4 | $1.7M | Buy |
+34,965
| New | +$1.5M | 0.01% | 472 |
|
|
2016
Q3 | – | Sell |
-34,289
| Closed | -$1.12M | – | 1278 |
|
|
2016
Q2 | $1.12M | Sell |
34,289
-31,636
| -48% | -$1.11M | 0.01% | 570 |
|
|
2016
Q1 | $2.2M | Buy |
65,925
+32,284
| +96% | +$1.01M | 0.02% | 382 |
|
|
2015
Q4 | $1.21M | Hold |
33,641
| – | – | 0.01% | 477 |
|
|
2015
Q3 | $1.03M | Buy |
33,641
+1,357
| +4% | +$43.9K | 0.01% | 464 |
|
|
2015
Q2 | $1.09M | Sell |
32,284
-1,667
| -5% | -$53.2K | 0.01% | 493 |
|
|
2015
Q1 | $1.01M | Sell |
33,951
-349
| -1% | -$9.73K | 0.01% | 522 |
|
|
2014
Q4 | $953K | Hold |
34,300
| – | – | 0.01% | 538 |
|
|
2014
Q3 | $820K | Buy |
+34,300
| New | +$811K | 0.01% | 558 |
|
Other funds holding WAL
DAM
JP Morgan Private Wealth Advisors's WAL Position: Q2 2023 in Review
JP Morgan Private Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2023, closing a stake of 63,878 shares — an estimated $2.27M sold.
JP Morgan Private Wealth Advisors first reported a position in WAL in Q3 2014 and held it in 31 quarters. The position peaked at $9.16M in Q3 2021. 320 funds tracked by Wall St. Rank hold WAL as of Q2 2023.
- JP Morgan Private Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2023 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 63,878 Western Alliance Bancorporation shares in Q2 2023, an estimated $2.27M.
- JP Morgan Private Wealth Advisors first reported a position in Western Alliance Bancorporation in Q3 2014 and held it in 31 quarters.
- JP Morgan Private Wealth Advisors's Western Alliance Bancorporation position peaked at $9.16M in Q3 2021.
- 320 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.