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Simplicity Wealth’s Western Alliance Bancorporation WAL Stock Holding History

Simplicity Wealth’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 		– Sell
-3,382
Closed -$212K – 1209
2024
Q2 		$212K Buy
3,382
+6
+0.2% +$363 ﹤0.01% 1083
2024
Q1 		$217K Buy
+3,376
New +$207K 0.01% 1037

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

Simplicity Wealth's WAL Position: Q3 2024 in Review

Simplicity Wealth sold out of Western Alliance Bancorporation (WAL) in Q3 2024, closing a stake of 3,382 shares — an estimated $212K sold.

Simplicity Wealth first reported a position in WAL in Q1 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 416 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

  • Simplicity Wealth reported no remaining Western Alliance Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,382 Western Alliance Bancorporation shares in Q3 2024, an estimated $212K.
  • Simplicity Wealth first reported a position in Western Alliance Bancorporation in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Western Alliance Bancorporation position peaked at $217K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.