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Legacy Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Legacy Advisors’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
2024
Q1 		– Sell
-4,626
Closed -$304K – 335
2023
Q4 		$304K Buy
4,626
+53
+1% +$2.67K 0.04% 243
2023
Q3 		$210K Buy
+4,573
New +$216K 0.03% 268

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Advisors's WAL Position: Q1 2024 in Review

Legacy Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2024, closing a stake of 4,626 shares — an estimated $304K sold.

Legacy Advisors first reported a position in WAL in Q3 2023 and held it in 2 quarters. The position peaked at $304K in Q4 2023. 387 funds tracked by Wall St. Rank hold WAL as of Q1 2024.

  • Legacy Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Legacy Advisors sold 4,626 Western Alliance Bancorporation shares in Q1 2024, an estimated $304K.
  • Legacy Advisors first reported a position in Western Alliance Bancorporation in Q3 2023 and held it in 2 quarters.
  • Legacy Advisors's Western Alliance Bancorporation position peaked at $304K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2024.

Based on Legacy Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.