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tru Independence’s Western Alliance Bancorporation WAL Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-50
Closed -$2K – 851
2020
Q2 		$2K Hold
50
– – ﹤0.01% 823
2020
Q1 		$2K Hold
50
– – ﹤0.01% 650
2019
Q4 		$2K Buy
+50
New +$2.55K ﹤0.01% 837

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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

tru Independence's WAL Position: Q3 2020 in Review

tru Independence sold out of Western Alliance Bancorporation (WAL) in Q3 2020, closing a stake of 50 shares — an estimated $2K sold.

tru Independence first reported a position in WAL in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 297 funds tracked by Wall St. Rank hold WAL as of Q3 2020.

  • tru Independence reported no remaining Western Alliance Bancorporation position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 50 Western Alliance Bancorporation shares in Q3 2020, an estimated $2K.
  • tru Independence first reported a position in Western Alliance Bancorporation in Q4 2019 and held it in 3 quarters.
  • tru Independence's Western Alliance Bancorporation position peaked at $2K in Q2 2020.
  • 297 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.