OLA
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Oliver Luxxe Assets’s Western Alliance Bancorporation WAL Stock Holding History

Oliver Luxxe Assets’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
2025
Q4 		– Sell
-32,183
Closed -$2.79M – 210
2025
Q3 		$2.79M Sell
32,183
-19,740
-38% -$1.67M 0.44% 78
2025
Q2 		$4.05M Buy
51,923
+837
+2% +$60.1K 0.72% 53
2025
Q1 		$3.92M Sell
51,086
-47,024
-48% -$3.95M 0.73% 54
2024
Q4 		$8.34M Buy
98,110
+50,301
+105% +$4.43M 0.74% 49
2024
Q3 		$4.14M Buy
47,809
+12,776
+36% +$983K 0.74% 52
2024
Q2 		$2.2M Buy
35,033
+581
+2% +$35.1K 0.47% 67
2024
Q1 		$2.21M Sell
34,452
-14,567
-30% -$894K 0.46% 68
2023
Q4 		$3.22M Buy
49,019
+1,861
+4% +$93.9K 0.76% 49
2023
Q3 		$2.17M Buy
+47,158
New +$2.23M 0.56% 61

Other funds holding WAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return