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TFO Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-5
Closed -$329 – 926
2023
Q4 		$329 Hold
5
– – ﹤0.01% 483
2023
Q3 		$182 Buy
+5
New +$236 ﹤0.01% 845

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TFO Wealth Partners's WAL Position: Q1 2024 in Review

TFO Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q1 2024, closing a stake of 5 shares — an estimated $329 sold.

TFO Wealth Partners first reported a position in WAL in Q3 2023 and held it in 2 quarters. The position peaked at $329 in Q4 2023. 387 funds tracked by Wall St. Rank hold WAL as of Q1 2024.

  • TFO Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Western Alliance Bancorporation shares in Q1 2024, an estimated $329.
  • TFO Wealth Partners first reported a position in Western Alliance Bancorporation in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Western Alliance Bancorporation position peaked at $329 in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.