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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 – 892
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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return