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Newfound Research’s Western Alliance Bancorporation WAL Stock Holding History

Newfound Research’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
2020
Q2 		– Sell
-1
Closed – – 196
2020
Q1 		$0 Hold
1
– – ﹤0.01% 209
2019
Q4 		$0 Hold
1
– – ﹤0.01% 229
2019
Q3 		$0 Hold
1
– – ﹤0.01% 230
2019
Q2 		$0 Hold
1
– – ﹤0.01% 226
2019
Q1 		$0 Buy
+1
New +$44 ﹤0.01% 234
2018
Q1 		– Sell
-7
Closed -$1K – 265
2017
Q4 		$1K Sell
7
-1
-13% -$56 ﹤0.01% 167
2017
Q3 		$1K Sell
8
-2
-20% -$98 ﹤0.01% 162
2017
Q2 		$1K Hold
10
– – ﹤0.01% 160
2017
Q1 		$1K Hold
10
– – ﹤0.01% 155
2016
Q4 		$1K Hold
10
– – ﹤0.01% 126
2016
Q3 		$1K Hold
10
– – ﹤0.01% 136
2016
Q2 		$1K Buy
+10
New +$351 ﹤0.01% 130

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return