Oak Ridge Investments’s Western Alliance Bancorporation WAL Stock Holding History

Oak Ridge Investments’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 Q1	–	Sell	-16,173	Closed	-$922K	–	191
2019 Q4	$922K	Sell	16,173 -1,260	-7%	-$64.4K	0.07%	137
2019 Q3	$803K	Sell	17,433 -128	-0.7%	-$5.78K	0.06%	141
2019 Q2	$785K	Sell	17,561 -34,426	-66%	-$1.54M	0.05%	145
2019 Q1	$2.13M	Buy	51,987 +4,982	+11%	+$220K	0.14%	132
2018 Q4	$1.86M	Sell	47,005 -7,736	-14%	-$366K	0.13%	133
2018 Q3	$3.11M	Sell	54,741 -2,093	-4%	-$121K	0.17%	118
2018 Q2	$3.22M	Sell	56,834 -1,158	-2%	-$69.4K	0.18%	115
2018 Q1	$3.37M	Sell	57,992 -2,034	-3%	-$120K	0.19%	114
2017 Q4	$3.4M	Sell	60,026 -9,428	-14%	-$525K	0.16%	117
2017 Q3	$3.69M	Sell	69,454 -4,333	-6%	-$213K	0.15%	114
2017 Q2	$3.63M	Buy	+73,787	New	+$3.51M	0.12%	114

Other funds holding WAL

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Oak Ridge Investments's WAL Position: Q1 2020 in Review

Oak Ridge Investments sold out of Western Alliance Bancorporation (WAL) in Q1 2020, closing a stake of 16,173 shares — an estimated $922K sold.

Oak Ridge Investments first reported a position in WAL in Q2 2017 and held it in 11 quarters. The position peaked at $3.69M in Q3 2017. 315 funds tracked by Wall St. Rank hold WAL as of Q1 2020.

Oak Ridge Investments reported no remaining Western Alliance Bancorporation position as of Q1 2020 after selling out during the quarter.
Oak Ridge Investments sold 16,173 Western Alliance Bancorporation shares in Q1 2020, an estimated $922K.
Oak Ridge Investments first reported a position in Western Alliance Bancorporation in Q2 2017 and held it in 11 quarters.
Oak Ridge Investments's Western Alliance Bancorporation position peaked at $3.69M in Q3 2017.
315 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2020.

Based on Oak Ridge Investments's 13F filing for Q1 2020, filed 13 May 2020.