Sowell Financial Services’s Western Alliance Bancorporation WAL Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-7,725	Closed	-$275K	–	840
2023 Q1	$275K	Buy	+7,725	New	+$473K	0.02%	589
2022 Q1	–	Sell	-10,174	Closed	-$1.09M	–	522
2021 Q4	$1.09M	Sell	10,174 -1,332	-12%	-$150K	0.06%	315
2021 Q3	$1.25M	Sell	11,506 -4,730	-29%	-$460K	0.08%	260
2021 Q2	$1.51M	Sell	16,236 -3,120	-16%	-$309K	0.1%	230
2021 Q1	$2.05M	Buy	19,356 +18,779	+3,255%	+$1.55M	0.07%	238
2020 Q4	$35K	Buy	577 +120	+26%	+$5.84K	﹤0.01%	1530
2020 Q3	$14K	Hold	457	–	–	﹤0.01%	1711
2020 Q2	$17K	Hold	457	–	–	﹤0.01%	1522
2020 Q1	$14K	Sell	457 -11	-2%	-$526	﹤0.01%	1509
2019 Q4	$27K	Buy	468 +11	+2%	+$562	﹤0.01%	1332
2019 Q3	$21K	Buy	+457	New	+$20.6K	﹤0.01%	1268

Other funds holding WAL

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sowell Financial Services's WAL Position: Q2 2023 in Review

Sowell Financial Services sold out of Western Alliance Bancorporation (WAL) in Q2 2023, closing a stake of 7,725 shares — an estimated $275K sold.

Sowell Financial Services first reported a position in WAL in Q3 2019 and held it in 11 quarters. The position peaked at $2.05M in Q1 2021. 321 funds tracked by Wall St. Rank hold WAL as of Q2 2023.

Sowell Financial Services reported no remaining Western Alliance Bancorporation position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 7,725 Western Alliance Bancorporation shares in Q2 2023, an estimated $275K.
Sowell Financial Services first reported a position in Western Alliance Bancorporation in Q3 2019 and held it in 11 quarters.
Sowell Financial Services's Western Alliance Bancorporation position peaked at $2.05M in Q1 2021.
321 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.