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ORG Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

ORG Wealth Partners’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
Q1 		– Sell
-367
Closed -$30.7K – 814
2024
Q4 		$30.7K Sell
367
-9
-2% -$792 0.01% 298
2024
Q3 		$32.5K Buy
+376
New +$28.9K 0.01% 282

Other funds holding WAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

ORG Wealth Partners's WAL Position: Q1 2025 in Review

ORG Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q1 2025, closing a stake of 367 shares — an estimated $30.7K sold.

ORG Wealth Partners first reported a position in WAL in Q3 2024 and held it in 2 quarters. The position peaked at $32.5K in Q3 2024. 414 funds tracked by Wall St. Rank hold WAL as of Q1 2025.

  • ORG Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 367 Western Alliance Bancorporation shares in Q1 2025, an estimated $30.7K.
  • ORG Wealth Partners first reported a position in Western Alliance Bancorporation in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's Western Alliance Bancorporation position peaked at $32.5K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.