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Marshall Financial Group (Maryland)’s Western Alliance Bancorporation WAL Stock Holding History

Marshall Financial Group (Maryland)’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
2021
Q4 		– Sell
-7,362
Closed -$801K – 228
2021
Q3 		$801K Buy
7,362
+711
+11% +$69.2K 0.41% 81
2021
Q2 		$618K Buy
+6,651
New +$659K 0.33% 110

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Marshall Financial Group (Maryland)'s WAL Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Western Alliance Bancorporation (WAL) in Q4 2021, closing a stake of 7,362 shares — an estimated $801K sold.

Marshall Financial Group (Maryland) first reported a position in WAL in Q2 2021 and held it in 2 quarters. The position peaked at $801K in Q3 2021. 428 funds tracked by Wall St. Rank hold WAL as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Western Alliance Bancorporation position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 7,362 Western Alliance Bancorporation shares in Q4 2021, an estimated $801K.
  • Marshall Financial Group (Maryland) first reported a position in Western Alliance Bancorporation in Q2 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Western Alliance Bancorporation position peaked at $801K in Q3 2021.
  • 428 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.