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Planning Capital Management Corporation’s Western Alliance Bancorporation WAL Stock Holding History

Planning Capital Management Corporation’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 		$24.6K Hold
285
– – 0.02% 261
2024
Q2 		$17.9K Hold
285
– – 0.01% 306
2024
Q1 		$18.3K Sell
285
-20
-7% -$1.23K 0.01% 308
2023
Q4 		$20.1K Buy
+305
New +$15.4K 0.02% 293

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

Planning Capital Management Corporation's WAL Position: Q3 2024 in Review

Planning Capital Management Corporation held its Western Alliance Bancorporation (WAL) position steady in Q3 2024 at 285 shares worth $24.6K. The position accounts for 0.02% of the portfolio, ranked #261.

Planning Capital Management Corporation first reported a position in WAL in Q4 2023 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

  • Planning Capital Management Corporation held 285 shares of Western Alliance Bancorporation worth $24.6K as of Q3 2024.
  • Planning Capital Management Corporation left its Western Alliance Bancorporation share count unchanged in Q3 2024.
  • Western Alliance Bancorporation made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #261 holding.
  • Planning Capital Management Corporation first reported a position in Western Alliance Bancorporation in Q4 2023 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.