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Orion Portfolio Solutions’s Western Alliance Bancorporation WAL Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-22
Closed -$1K – 2031
2020
Q2 		$1K Sell
22
-396
-95% -$13.9K ﹤0.01% 2099
2020
Q1 		$13K Buy
418
+142
+51% +$6.79K ﹤0.01% 983
2019
Q4 		$16K Buy
+276
New +$14.1K ﹤0.01% 849

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Orion Portfolio Solutions's WAL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Western Alliance Bancorporation (WAL) in Q3 2020, closing a stake of 22 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in WAL in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 297 funds tracked by Wall St. Rank hold WAL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Western Alliance Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 22 Western Alliance Bancorporation shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Western Alliance Bancorporation in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Western Alliance Bancorporation position peaked at $16K in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.