Mackenzie Financial
WAL icon

Mackenzie Financial’s Western Alliance Bancorporation WAL Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-9,037
Closed -$379K – 1590
2023
Q3 		$379K Buy
+9,037
New +$427K ﹤0.01% 1077
2020
Q3 		– Sell
-6,100
Closed -$231K – 1061
2020
Q2 		$231K Sell
6,100
-60,406
-91% -$2.11M ﹤0.01% 917
2020
Q1 		$2.04M Buy
66,506
+60,556
+1,018% +$2.89M 0.01% 495
2019
Q4 		$339K Buy
+5,950
New +$304K ﹤0.01% 938
2019
Q3 		– Sell
-72,218
Closed -$3.23M – 1106
2019
Q2 		$3.23M Sell
72,218
-497
-0.7% -$22.2K 0.01% 534
2019
Q1 		$2.98M Sell
72,715
-800
-1% -$35.3K 0.01% 679
2018
Q4 		$2.9M Sell
73,515
-616
-0.8% -$29.1K 0.01% 634
2018
Q3 		$4.22M Sell
74,131
-300
-0.4% -$17.3K 0.01% 522
2018
Q2 		$4.21M Sell
74,431
-400
-0.5% -$24K 0.01% 488
2018
Q1 		$4.35M Sell
74,831
-200
-0.3% -$11.8K 0.01% 458
2017
Q4 		$4.25M Sell
75,031
-100
-0.1% -$5.57K 0.01% 459
2017
Q3 		$3.99M Hold
75,131
– – 0.02% 343
2017
Q2 		$3.7M Sell
75,131
-300
-0.4% -$14.3K 0.02% 334
2017
Q1 		$3.7M Sell
75,431
-2,000
-3% -$100K 0.02% 332
2016
Q4 		$3.77M Sell
77,431
-37,496
-33% -$1.61M 0.02% 310
2016
Q3 		$4.31M Buy
+114,927
New +$4.09M 0.03% 265

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Mackenzie Financial's WAL Position: Q4 2023 in Review

Mackenzie Financial sold out of Western Alliance Bancorporation (WAL) in Q4 2023, closing a stake of 9,037 shares — an estimated $379K sold.

Mackenzie Financial first reported a position in WAL in Q3 2016 and held it in 16 quarters. The position peaked at $4.35M in Q1 2018. 377 funds tracked by Wall St. Rank hold WAL as of Q4 2023.

  • Mackenzie Financial reported no remaining Western Alliance Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 9,037 Western Alliance Bancorporation shares in Q4 2023, an estimated $379K.
  • Mackenzie Financial first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 16 quarters.
  • Mackenzie Financial's Western Alliance Bancorporation position peaked at $4.35M in Q1 2018.
  • 377 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.