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Pacific Capital Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q3 		– Sell
-10
Closed -$628 – 602
2024
Q2 		$628 Buy
+10
New +$605 ﹤0.01% 466

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Pacific Capital Wealth Advisors's WAL Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q3 2024, closing a stake of 10 shares — an estimated $628 sold.

Pacific Capital Wealth Advisors first reported a position in WAL in Q2 2024 and held it in 1 quarter. The position peaked at $628 in Q2 2024. 416 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 10 Western Alliance Bancorporation shares in Q3 2024, an estimated $628.
  • Pacific Capital Wealth Advisors first reported a position in Western Alliance Bancorporation in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Western Alliance Bancorporation position peaked at $628 in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.