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TD Private Client Wealth’s Western Alliance Bancorporation WAL Stock Holding History

TD Private Client 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
2023
Q2 		– Sell
-181
Closed -$6.43K – 1289
2023
Q1 		$6.43K Sell
181
-12,581
-99% -$771K ﹤0.01% 1085
2022
Q4 		$760K Sell
12,762
-3,946
-24% -$256K 0.04% 362
2022
Q3 		$1.1M Buy
16,708
+3,274
+24% +$248K 0.06% 291
2022
Q2 		$948K Buy
13,434
+1,036
+8% +$79.3K 0.05% 319
2022
Q1 		$1.03M Buy
12,398
+261
+2% +$25.5K 0.04% 335
2021
Q4 		$1.31M Sell
12,137
-8,437
-41% -$950K 0.05% 299
2021
Q3 		$2.24M Buy
20,574
+2,845
+16% +$277K 0.1% 212
2021
Q2 		$1.65M Sell
17,729
-425
-2% -$42.1K 0.07% 267
2021
Q1 		$1.71M Sell
18,154
-479
-3% -$39.7K 0.08% 253
2020
Q4 		$1.12M Sell
18,633
-1,103
-6% -$53.7K 0.06% 289
2020
Q3 		$624K Buy
19,736
+282
+1% +$10K 0.03% 335
2020
Q2 		$737K Sell
19,454
-1,466
-7% -$51.3K 0.04% 320
2020
Q1 		$640K Sell
20,920
-1,058
-5% -$50.6K 0.05% 296
2019
Q4 		$1.25M Buy
+21,978
New +$1.12M 0.08% 239

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
William Blair Investment Management
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TD Private Client Wealth's WAL Position: Q2 2023 in Review

TD Private Client Wealth sold out of Western Alliance Bancorporation (WAL) in Q2 2023, closing a stake of 181 shares — an estimated $6.43K sold.

TD Private Client Wealth first reported a position in WAL in Q4 2019 and held it in 14 quarters. The position peaked at $2.24M in Q3 2021. 321 funds tracked by Wall St. Rank hold WAL as of Q2 2023.

  • TD Private Client Wealth reported no remaining Western Alliance Bancorporation position as of Q2 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 181 Western Alliance Bancorporation shares in Q2 2023, an estimated $6.43K.
  • TD Private Client Wealth first reported a position in Western Alliance Bancorporation in Q4 2019 and held it in 14 quarters.
  • TD Private Client Wealth's Western Alliance Bancorporation position peaked at $2.24M in Q3 2021.
  • 321 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2023.

Based on TD Private Client Wealth's 13F filing for Q2 2023, filed 16 Aug 2024.