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Legacy Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-146
Closed -$6K – 891
2019
Q1 		$6K Sell
146
-281
-66% -$12.4K ﹤0.01% 750
2018
Q4 		$17K Buy
427
+92
+27% +$4.35K 0.01% 446
2018
Q3 		$19K Hold
335
– – 0.01% 383
2018
Q2 		$19K Hold
335
– – 0.01% 396
2018
Q1 		$19K Sell
335
-15
-4% -$888 0.01% 376
2017
Q4 		$19K Buy
+350
New +$19.5K 0.01% 373

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Financial Advisors's WAL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2019, closing a stake of 146 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in WAL in Q4 2017 and held it in 6 quarters. The position peaked at $19K in Q3 2018. 339 funds tracked by Wall St. Rank hold WAL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 146 Western Alliance Bancorporation shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Western Alliance Bancorporation in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Western Alliance Bancorporation position peaked at $19K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.