Retirement Capital Strategies’s Western Alliance Bancorporation WAL Stock Holding History

Retirement Capital Strategies’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
2022 Q4	–	Sell	-5,701	Closed	-$375K	–	54
2022 Q3	$375K	Hold	5,701	–	–	0.17%	34
2022 Q2	$402K	Hold	5,701	–	–	0.18%	46
2022 Q1	$429K	Hold	5,701	–	–	0.17%	39
2021 Q4	$614K	Hold	5,701	–	–	0.23%	46
2021 Q3	$620K	Hold	5,701	–	–	0.24%	44
2021 Q2	$529K	Hold	5,701	–	–	0.2%	57
2021 Q1	$538K	Hold	5,701	–	–	0.21%	53
2020 Q4	$342K	Hold	5,701	–	–	0.14%	53
2020 Q3	$235K	Hold	5,701	–	–	0.11%	57
2020 Q2	$216K	Buy	+5,701	New	+$199K	0.1%	43
2020 Q1	–	Sell	-5,701	Closed	-$325K	–	61
2019 Q4	$325K	Hold	5,701	–	–	0.15%	41
2019 Q3	$263K	Hold	5,701	–	–	0.13%	43
2019 Q2	$255K	Hold	5,701	–	–	0.13%	42
2019 Q1	$234K	Hold	5,701	–	–	0.12%	44
2018 Q4	$225K	Hold	5,701	–	–	0.13%	42
2018 Q3	$324K	Buy	+5,701	New	+$328K	0.16%	34

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Retirement Capital Strategies's WAL Position: Q4 2022 in Review

Retirement Capital Strategies sold out of Western Alliance Bancorporation (WAL) in Q4 2022, closing a stake of 5,701 shares — an estimated $375K sold.

Retirement Capital Strategies first reported a position in WAL in Q3 2018 and held it in 16 quarters. The position peaked at $620K in Q3 2021. 378 funds tracked by Wall St. Rank hold WAL as of Q4 2022.

Retirement Capital Strategies reported no remaining Western Alliance Bancorporation position as of Q4 2022 after selling out during the quarter.
Retirement Capital Strategies sold 5,701 Western Alliance Bancorporation shares in Q4 2022, an estimated $375K.
Retirement Capital Strategies first reported a position in Western Alliance Bancorporation in Q3 2018 and held it in 16 quarters.
Retirement Capital Strategies's Western Alliance Bancorporation position peaked at $620K in Q3 2021.
378 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2022.

Based on Retirement Capital Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.