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Money Concepts Capital’s Western Alliance Bancorporation WAL Stock Holding History

Money Concepts Capital’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
-7,762
Closed -$357K – 404
2023
Q3 		$357K Buy
7,762
+690
+10% +$32.6K 0.04% 280
2023
Q2 		$258K Buy
+7,072
New +$245K 0.03% 321

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 $3.38T AUM 44.17% 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

Money Concepts Capital's WAL Position: Q4 2023 in Review

Money Concepts Capital sold out of Western Alliance Bancorporation (WAL) in Q4 2023, closing a stake of 7,762 shares — an estimated $357K sold.

Money Concepts Capital first reported a position in WAL in Q2 2023 and held it in 2 quarters. The position peaked at $357K in Q3 2023. 377 funds tracked by Wall St. Rank hold WAL as of Q4 2023.

  • Money Concepts Capital reported no remaining Western Alliance Bancorporation position as of Q4 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7,762 Western Alliance Bancorporation shares in Q4 2023, an estimated $357K.
  • Money Concepts Capital first reported a position in Western Alliance Bancorporation in Q2 2023 and held it in 2 quarters.
  • Money Concepts Capital's Western Alliance Bancorporation position peaked at $357K in Q3 2023.
  • 377 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2023.

Based on Money Concepts Capital's 13F filing for Q4 2023, filed 12 Feb 2024.