Kore Private Wealth’s Western Alliance Bancorporation WAL Stock Holding History

Kore Private 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
2020 Q3	–	Sell	-214	Closed	-$8K	–	1073
2020 Q2	$8K	Buy	214 +56	+35%	+$1.96K	﹤0.01%	840
2020 Q1	$5K	Hold	158	–	–	﹤0.01%	819
2019 Q4	$9K	Buy	+158	New	+$8.07K	﹤0.01%	770
2019 Q2	–	Sell	-158	Closed	-$6K	–	784
2019 Q1	$6K	Buy	+158	New	+$6.96K	﹤0.01%	751

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kore Private Wealth's WAL Position: Q3 2020 in Review

Kore Private Wealth sold out of Western Alliance Bancorporation (WAL) in Q3 2020, closing a stake of 214 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in WAL in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 297 funds tracked by Wall St. Rank hold WAL as of Q3 2020.

Kore Private Wealth reported no remaining Western Alliance Bancorporation position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 214 Western Alliance Bancorporation shares in Q3 2020, an estimated $8K.
Kore Private Wealth first reported a position in Western Alliance Bancorporation in Q1 2019 and held it in 4 quarters.
Kore Private Wealth's Western Alliance Bancorporation position peaked at $9K in Q4 2019.
297 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.