Moody Aldrich Partners’s Western Alliance Bancorporation WAL Stock Holding History

Moody Aldrich 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
2023 Q1	–	Sell	-5,272	Closed	-$314K	–	178
2022 Q4	$314K	Sell	5,272 -61	-1%	-$3.95K	0.06%	139
2022 Q3	$351K	Sell	5,333 -7	-0.1%	-$530	0.07%	132
2022 Q2	$377K	Sell	5,340 -54	-1%	-$4.13K	0.07%	120
2022 Q1	$447K	Buy	5,394 +1,329	+33%	+$130K	0.06%	118
2021 Q4	$438K	Sell	4,065 -54	-1%	-$6.08K	0.06%	127
2021 Q3	$448K	Sell	4,119 -4	-0.1%	-$389	0.06%	135
2021 Q2	$383K	Sell	4,123 -2,729	-40%	-$270K	0.05%	137
2021 Q1	$647K	Buy	6,852 +1,051	+18%	+$87K	0.09%	136
2020 Q4	$348K	Buy	+5,801	New	+$282K	0.06%	140
2020 Q3	–	Sell	-7,453	Closed	-$282K	–	181
2020 Q2	$282K	Sell	7,453 -428	-5%	-$15K	0.06%	141
2020 Q1	$241K	Sell	7,881 -15	-0.2%	-$717	0.07%	126
2019 Q4	$450K	Buy	7,896 +2,711	+52%	+$138K	0.09%	119
2019 Q3	$239K	Buy	+5,185	New	+$234K	0.06%	116
2018 Q4	–	Sell	-3,674	Closed	-$209K	–	112
2018 Q3	$209K	Buy	+3,674	New	+$212K	0.06%	103
2017 Q4	–	Sell	-21,208	Closed	-$1.13M	–	98
2017 Q3	$1.13M	Sell	21,208 -5,957	-22%	-$292K	1.16%	39
2017 Q2	$1.34M	Buy	27,165 +6,475	+31%	+$308K	1.67%	13
2017 Q1	$1.02M	Sell	20,690 -34,150	-62%	-$1.71M	1.74%	12
2016 Q4	$2.67M	Buy	+54,840	New	+$2.36M	1.72%	15

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Moody Aldrich Partners's WAL Position: Q1 2023 in Review

Moody Aldrich Partners sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 5,272 shares — an estimated $314K sold.

Moody Aldrich Partners first reported a position in WAL in Q4 2016 and held it in 18 quarters. The position peaked at $2.67M in Q4 2016. 329 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

Moody Aldrich Partners reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
Moody Aldrich Partners sold 5,272 Western Alliance Bancorporation shares in Q1 2023, an estimated $314K.
Moody Aldrich Partners first reported a position in Western Alliance Bancorporation in Q4 2016 and held it in 18 quarters.
Moody Aldrich Partners's Western Alliance Bancorporation position peaked at $2.67M in Q4 2016.
329 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Moody Aldrich Partners's 13F filing for Q1 2023, filed 27 Apr 2023.