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Surevest’s Western Alliance Bancorporation WAL Stock Holding History

Surevest’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
2022
Q3 		$2K Sell
33
-54
-62% -$4.09K ﹤0.01% 412
2022
Q2 		$6K Hold
87
– – ﹤0.01% 328
2022
Q1 		$7K Hold
87
– – ﹤0.01% 297
2021
Q4 		$9K Buy
+87
New +$9.79K ﹤0.01% 286

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 $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Surevest's WAL Position: Q3 2022 in Review

Surevest reduced its Western Alliance Bancorporation (WAL) stake by 62% in Q3 2022, selling an estimated $4.09K and leaving 33 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Surevest first reported a position in WAL in Q4 2021 and has held it in 4 quarters since. The position peaked at $9K in Q4 2021. 368 funds tracked by Wall St. Rank hold WAL as of Q3 2022.

  • Surevest held 33 shares of Western Alliance Bancorporation worth $2K as of Q3 2022.
  • Surevest sold 54 Western Alliance Bancorporation shares in Q3 2022, an estimated $4.09K.
  • Western Alliance Bancorporation made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #412 holding.
  • Surevest first reported a position in Western Alliance Bancorporation in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Western Alliance Bancorporation position peaked at $9K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.