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Regent Peak Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-9
Closed -$1K – 987
2020
Q4 		$1K Buy
+9
New +$438 ﹤0.01% 1010

Other funds holding WAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Regent Peak Wealth Advisors's WAL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in WAL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 373 funds tracked by Wall St. Rank hold WAL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 9 Western Alliance Bancorporation shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Western Alliance Bancorporation in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Western Alliance Bancorporation position peaked at $1K in Q4 2020.
  • 373 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.