LWM
WAL icon

Liberty Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Liberty Wealth Management’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
-782
Closed -$24K – 991
2020
Q1 		$24K Buy
782
+4
+0.5% +$191 0.02% 332
2019
Q4 		$44K Buy
778
+4
+0.5% +$204 0.03% 272
2019
Q3 		$36K Buy
+774
New +$34.9K 0.03% 297

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Liberty Wealth Management's WAL Position: Q2 2020 in Review

Liberty Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q2 2020, closing a stake of 782 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in WAL in Q3 2019 and held it in 3 quarters. The position peaked at $44K in Q4 2019. 290 funds tracked by Wall St. Rank hold WAL as of Q2 2020.

  • Liberty Wealth Management reported no remaining Western Alliance Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 782 Western Alliance Bancorporation shares in Q2 2020, an estimated $24K.
  • Liberty Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Western Alliance Bancorporation position peaked at $44K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.