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PFG Private Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

PFG Private Wealth Management’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
2021
Q4 		– Sell
-786
Closed -$86K – 348
2021
Q3 		$86K Buy
+786
New +$76.5K 0.05% 90

Other funds holding WAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PFG Private Wealth Management's WAL Position: Q4 2021 in Review

PFG Private Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2021, closing a stake of 786 shares — an estimated $86K sold.

PFG Private Wealth Management first reported a position in WAL in Q3 2021 and held it in 1 quarter. The position peaked at $86K in Q3 2021. 428 funds tracked by Wall St. Rank hold WAL as of Q4 2021.

  • PFG Private Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2021 after selling out during the quarter.
  • PFG Private Wealth Management sold 786 Western Alliance Bancorporation shares in Q4 2021, an estimated $86K.
  • PFG Private Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2021 and held it in 1 quarter.
  • PFG Private Wealth Management's Western Alliance Bancorporation position peaked at $86K in Q3 2021.
  • 428 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.