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Milestone Advisory Partners’s Western Alliance Bancorporation WAL Stock Holding History

Milestone Advisory Partners’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
2022
Q1 		– Sell
-2,602
Closed -$280K – 101
2021
Q4 		$280K Hold
2,602
– – 0.14% 71
2021
Q3 		$283K Hold
2,602
– – 0.17% 69
2021
Q2 		$242K Hold
2,602
– – 0.13% 79
2021
Q1 		$246K Buy
+2,602
New +$215K 0.13% 66

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Milestone Advisory Partners's WAL Position: Q1 2022 in Review

Milestone Advisory Partners sold out of Western Alliance Bancorporation (WAL) in Q1 2022, closing a stake of 2,602 shares — an estimated $280K sold.

Milestone Advisory Partners first reported a position in WAL in Q1 2021 and held it in 4 quarters. The position peaked at $283K in Q3 2021. 401 funds tracked by Wall St. Rank hold WAL as of Q1 2022.

  • Milestone Advisory Partners reported no remaining Western Alliance Bancorporation position as of Q1 2022 after selling out during the quarter.
  • Milestone Advisory Partners sold 2,602 Western Alliance Bancorporation shares in Q1 2022, an estimated $280K.
  • Milestone Advisory Partners first reported a position in Western Alliance Bancorporation in Q1 2021 and held it in 4 quarters.
  • Milestone Advisory Partners's Western Alliance Bancorporation position peaked at $283K in Q3 2021.
  • 401 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.