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Next Financial Group’s Western Alliance Bancorporation WAL Stock Holding History

Next Financial Group’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
2021
Q4 		$25K Buy
+228
New +$25.7K ﹤0.01% 1795
2020
Q1 		– Sell
-50
Closed -$3K – 2432
2019
Q4 		$3K Sell
50
-69
-58% -$3.52K ﹤0.01% 2116
2019
Q3 		$5K Buy
119
+69
+138% +$3.12K ﹤0.01% 1923
2019
Q2 		$2K Sell
50
-50
-50% -$2.23K ﹤0.01% 2159
2019
Q1 		$4K Hold
100
– – ﹤0.01% 1334
2018
Q4 		$4K Hold
100
– – ﹤0.01% 1630
2018
Q3 		$6K Buy
+100
New +$5.76K ﹤0.01% 1138
2017
Q4 		– Sell
-250
Closed -$13K – 1413
2017
Q3 		$13K Sell
250
-50
-17% -$2.45K ﹤0.01% 1128
2017
Q2 		$15K Sell
300
-200
-40% -$9.52K ﹤0.01% 1189
2017
Q1 		$24K Buy
+500
New +$25K 0.01% 986

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Next Financial Group's WAL Position: Q4 2021 in Review

Next Financial Group opened a new position in Western Alliance Bancorporation (WAL) in Q4 2021: 228 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1795 among its holdings. This is a return to the name: Next Financial Group previously reported a position in WAL as recently as Q4 2019.

Next Financial Group first reported a position in WAL in Q1 2017 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold WAL as of Q4 2021.

  • Next Financial Group held 228 shares of Western Alliance Bancorporation worth $25K as of Q4 2021.
  • Western Alliance Bancorporation was a new Next Financial Group position in Q4 2021.
  • Western Alliance Bancorporation made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1795 holding.
  • Next Financial Group first reported a position in Western Alliance Bancorporation in Q1 2017 and has held it in 10 quarters since.
  • 428 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.