Lee Financial’s Western Alliance Bancorporation WAL Stock Holding History

Lee Financial’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	-280	Closed	-$16.7K	–	961
2022 Q4	$16.7K	Hold	280	–	–	﹤0.01%	377
2022 Q3	$18K	Hold	280	–	–	﹤0.01%	348
2022 Q2	$20K	Hold	280	–	–	﹤0.01%	337
2022 Q1	$23K	Sell	280 -20	-7%	-$1.96K	﹤0.01%	321
2021 Q4	$32K	Hold	300	–	–	0.01%	305
2021 Q3	$33K	Hold	300	–	–	0.01%	269
2021 Q2	$28K	Sell	300 -15	-5%	-$1.49K	0.01%	282
2021 Q1	$30K	Hold	315	–	–	0.01%	266
2020 Q4	$19K	Hold	315	–	–	﹤0.01%	301
2020 Q3	$10K	Hold	315	–	–	﹤0.01%	404
2020 Q2	$12K	Hold	315	–	–	﹤0.01%	346
2020 Q1	$10K	Hold	315	–	–	﹤0.01%	304
2019 Q4	$18K	Hold	315	–	–	﹤0.01%	265
2019 Q3	$15K	Buy	315 +45	+17%	+$2.03K	﹤0.01%	285
2019 Q2	$12K	Hold	270	–	–	﹤0.01%	333
2019 Q1	$11K	Hold	270	–	–	﹤0.01%	331
2018 Q4	$11K	Hold	270	–	–	﹤0.01%	281
2018 Q3	$15K	Buy	270 +120	+80%	+$6.91K	﹤0.01%	282
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	542
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	509
2017 Q4	$8K	Hold	150	–	–	﹤0.01%	388
2017 Q3	$8K	Buy	+150	New	+$7.36K	﹤0.01%	382
2017 Q1	–	Sell	-2,459	Closed	-$120K	–	432
2016 Q4	$120K	Buy	+2,459	New	+$106K	0.07%	127

Other funds holding WAL

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Lee Financial's WAL Position: Q1 2023 in Review

Lee Financial sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 280 shares — an estimated $16.7K sold.

Lee Financial first reported a position in WAL in Q4 2016 and held it in 23 quarters. The position peaked at $120K in Q4 2016. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

Lee Financial reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 280 Western Alliance Bancorporation shares in Q1 2023, an estimated $16.7K.
Lee Financial first reported a position in Western Alliance Bancorporation in Q4 2016 and held it in 23 quarters.
Lee Financial's Western Alliance Bancorporation position peaked at $120K in Q4 2016.
330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.