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LMCG Investments’s Western Alliance Bancorporation WAL Stock Holding History

LMCG Investments’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
2023
Q1 		– Sell
-21,118
Closed -$1.26M – 309
2022
Q4 		$1.26M Sell
21,118
-2,352
-10% -$152K 0.09% 193
2022
Q3 		$1.54M Buy
23,470
+1,597
+7% +$121K 0.11% 185
2022
Q2 		$1.54M Buy
21,873
+5,887
+37% +$450K 0.11% 193
2022
Q1 		$1.32M Buy
+15,986
New +$1.56M 0.08% 214

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LMCG Investments's WAL Position: Q1 2023 in Review

LMCG Investments sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 21,118 shares — an estimated $1.26M sold.

LMCG Investments first reported a position in WAL in Q1 2022 and held it in 4 quarters. The position peaked at $1.54M in Q2 2022. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

  • LMCG Investments reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
  • LMCG Investments sold 21,118 Western Alliance Bancorporation shares in Q1 2023, an estimated $1.26M.
  • LMCG Investments first reported a position in Western Alliance Bancorporation in Q1 2022 and held it in 4 quarters.
  • LMCG Investments's Western Alliance Bancorporation position peaked at $1.54M in Q2 2022.
  • 330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on LMCG Investments's 13F filing for Q1 2023, filed 5 May 2023.