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Southside Capital’s Western Alliance Bancorporation WAL Stock Holding History

Southside Capital’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
2019
Q4 		$11.1M Buy
194,188
+15,000
+8% +$766K 2.9% 9
2019
Q3 		$8.26M Buy
179,188
+10,000
+6% +$451K 2.24% 14
2019
Q2 		$7.57M Buy
169,188
+10,000
+6% +$447K 2.21% 23
2019
Q1 		$6.53M Buy
159,188
+20,850
+15% +$919K 2.67% 18
2018
Q4 		$5.46M Buy
+138,338
New +$6.54M 3.38% 14

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Southside Capital's WAL Position: Q4 2019 in Review

Southside Capital increased its Western Alliance Bancorporation (WAL) stake by 8.4% in Q4 2019, buying an estimated $766K and bringing the position to 194,188 shares worth $11.1M. The position accounts for 2.9% of the portfolio, ranked #9.

Southside Capital first reported a position in WAL in Q4 2018 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold WAL as of Q4 2019.

  • Southside Capital held 194,188 shares of Western Alliance Bancorporation worth $11.1M as of Q4 2019.
  • Southside Capital bought 15,000 Western Alliance Bancorporation shares in Q4 2019, an estimated $766K.
  • Western Alliance Bancorporation made up 2.9% of Southside Capital's portfolio in Q4 2019, its #9 holding.
  • Southside Capital first reported a position in Western Alliance Bancorporation in Q4 2018 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.