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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 – – 194
2020
Q1 		$0 Hold
1
– – ﹤0.01% 207
2019
Q4 		$0 Hold
1
– – ﹤0.01% 225
2019
Q3 		$0 Hold
1
– – ﹤0.01% 225
2019
Q2 		$0 Hold
1
– – ﹤0.01% 221
2019
Q1 		$0 Buy
+1
New +$44 ﹤0.01% 229
2018
Q1 		– Sell
-7
Closed -$1K – 261
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 $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newfound Research's WAL Position: Q2 2020 in Review

Newfound Research sold out of Western Alliance Bancorporation (WAL) in Q2 2020, closing a stake of 1 share.

Newfound Research first reported a position in WAL in Q2 2016 and held it in 12 quarters. The position peaked at $1K in Q4 2017. 290 funds tracked by Wall St. Rank hold WAL as of Q2 2020.

  • Newfound Research reported no remaining Western Alliance Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 1 Western Alliance Bancorporation share in Q2 2020.
  • Newfound Research first reported a position in Western Alliance Bancorporation in Q2 2016 and held it in 12 quarters.
  • Newfound Research's Western Alliance Bancorporation position peaked at $1K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.