Lenox Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-103	Closed	-$3K	–	803
2020 Q1	$3K	Buy	+103	New	+$4.92K	﹤0.01%	540
2019 Q2	–	Sell	-95	Closed	-$4K	–	580
2019 Q1	$4K	Buy	+95	New	+$4.19K	﹤0.01%	420
2018 Q2	–	Sell	-21	Closed	-$1K	–	653
2018 Q1	$1K	Buy	+21	New	+$1.24K	﹤0.01%	532
2017 Q4	–	Sell	-67	Closed	-$4K	–	463
2017 Q3	$4K	Buy	+67	New	+$3.29K	﹤0.01%	95

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lenox Wealth Advisors's WAL Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q2 2020, closing a stake of 103 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WAL in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 290 funds tracked by Wall St. Rank hold WAL as of Q2 2020.

Lenox Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 103 Western Alliance Bancorporation shares in Q2 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Western Alliance Bancorporation in Q3 2017 and held it in 4 quarters.
Lenox Wealth Advisors's Western Alliance Bancorporation position peaked at $4K in Q1 2019.
290 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.