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Turtle Creek Wealth Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Turtle Creek Wealth Advisors’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
-111
Closed -$7.3K – 804
2023
Q4 		$7.3K Buy
+111
New +$5.6K ﹤0.01% 588

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 $3.37T AUM 44.26% 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

Turtle Creek Wealth Advisors's WAL Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Western Alliance Bancorporation (WAL) in Q1 2024, closing a stake of 111 shares — an estimated $7.3K sold.

Turtle Creek Wealth Advisors first reported a position in WAL in Q4 2023 and held it in 1 quarter. The position peaked at $7.3K in Q4 2023. 387 funds tracked by Wall St. Rank hold WAL as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Western Alliance Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 111 Western Alliance Bancorporation shares in Q1 2024, an estimated $7.3K.
  • Turtle Creek Wealth Advisors first reported a position in Western Alliance Bancorporation in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Western Alliance Bancorporation position peaked at $7.3K in Q4 2023.
  • 387 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.