Simplicity Solutions’s Western Alliance Bancorporation WAL Stock Holding History

Simplicity Solutions’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
2023 Q4	$212K	Buy	+3,216	New	+$162K	0.01%	961
2021 Q4	–	Sell	-1,952	Closed	-$212K	–	615
2021 Q3	$212K	Buy	+1,952	New	+$190K	0.03%	546
2020 Q1	–	Sell	-3,543	Closed	-$202K	–	905
2019 Q4	$202K	Buy	+3,543	New	+$181K	0.01%	798
2019 Q2	–	Sell	-9,221	Closed	-$378K	–	882
2019 Q1	$378K	Sell	9,221 -65	-0.7%	-$2.87K	0.02%	470
2018 Q4	$367K	Buy	+9,286	New	+$439K	0.05%	390
2017 Q2	–	Sell	-4,151	Closed	-$204K	–	441
2017 Q1	$204K	Sell	4,151 -342	-8%	-$17.1K	0.03%	382
2016 Q4	$219K	Buy	+4,493	New	+$193K	0.05%	308
2016 Q1	–	Sell	-27,762	Closed	-$996K	–	529
2015 Q4	$996K	Buy	+27,762	New	+$1M	0.12%	247

Other funds holding WAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Simplicity Solutions's WAL Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Western Alliance Bancorporation (WAL) in Q4 2023: 3,216 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #961 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in WAL as recently as Q3 2021.

Simplicity Solutions first reported a position in WAL in Q4 2015 and has held it in 8 quarters since. The position peaked at $996K in Q4 2015. 376 funds tracked by Wall St. Rank hold WAL as of Q4 2023.

Simplicity Solutions held 3,216 shares of Western Alliance Bancorporation worth $212K as of Q4 2023.
Western Alliance Bancorporation was a new Simplicity Solutions position in Q4 2023.
Western Alliance Bancorporation made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #961 holding.
Simplicity Solutions first reported a position in Western Alliance Bancorporation in Q4 2015 and has held it in 8 quarters since.
Simplicity Solutions's Western Alliance Bancorporation position peaked at $996K in Q4 2015.
376 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.