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

LGT 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
2025
Q1 		– Sell
-119
Closed -$9.94K – 723
2024
Q4 		$9.94K Buy
+119
New +$10.5K 0.02% 434

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

LGT Financial Advisors's WAL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2025, closing a stake of 119 shares — an estimated $9.94K sold.

LGT Financial Advisors first reported a position in WAL in Q4 2024 and held it in 1 quarter. The position peaked at $9.94K in Q4 2024. 414 funds tracked by Wall St. Rank hold WAL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 119 Western Alliance Bancorporation shares in Q1 2025, an estimated $9.94K.
  • LGT Financial Advisors first reported a position in Western Alliance Bancorporation in Q4 2024 and held it in 1 quarter.
  • LGT Financial Advisors's Western Alliance Bancorporation position peaked at $9.94K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.