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Summit Global Investments’s Western Alliance Bancorporation WAL Stock Holding History

Summit Global Investments’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
-7,969
Closed -$501K – 594
2024
Q2 		$501K Sell
7,969
-2,909
-27% -$176K 0.03% 346
2024
Q1 		$698K Buy
+10,878
New +$668K 0.05% 269

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

Summit Global Investments's WAL Position: Q3 2024 in Review

Summit Global Investments sold out of Western Alliance Bancorporation (WAL) in Q3 2024, closing a stake of 7,969 shares — an estimated $501K sold.

Summit Global Investments first reported a position in WAL in Q1 2024 and held it in 2 quarters. The position peaked at $698K in Q1 2024. 416 funds tracked by Wall St. Rank hold WAL as of Q3 2024.

  • Summit Global Investments reported no remaining Western Alliance Bancorporation position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 7,969 Western Alliance Bancorporation shares in Q3 2024, an estimated $501K.
  • Summit Global Investments first reported a position in Western Alliance Bancorporation in Q1 2024 and held it in 2 quarters.
  • Summit Global Investments's Western Alliance Bancorporation position peaked at $698K in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.