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United Capital Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

United Capital Financial 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
2022
Q4 		– Sell
-5,731
Closed -$377K – 1114
2022
Q3 		$377K Buy
5,731
+107
+2% +$8.11K ﹤0.01% 841
2022
Q2 		$397K Buy
5,624
+21
+0.4% +$1.61K ﹤0.01% 853
2022
Q1 		$464K Buy
5,603
+36
+0.6% +$3.52K ﹤0.01% 851
2021
Q4 		$599K Buy
5,567
+401
+8% +$45.1K ﹤0.01% 812
2021
Q3 		$562K Hold
5,166
– – ﹤0.01% 830
2021
Q2 		$480K Sell
5,166
-110
-2% -$10.9K ﹤0.01% 869
2021
Q1 		$498K Buy
+5,276
New +$437K ﹤0.01% 847
2019
Q3 		– Sell
-6,593
Closed -$295K – 1492
2019
Q2 		$295K Hold
6,593
– – ﹤0.01% 1220
2019
Q1 		$271K Buy
6,593
+20
+0.3% +$881 ﹤0.01% 1164
2018
Q4 		$260K Sell
6,573
-902
-12% -$42.6K ﹤0.01% 1117
2018
Q3 		$425K Sell
7,475
-26
-0.3% -$1.5K ﹤0.01% 1001
2018
Q2 		$425K Buy
7,501
+26
+0.3% +$1.56K ﹤0.01% 973
2018
Q1 		$434K Sell
7,475
-64
-0.8% -$3.79K ﹤0.01% 991
2017
Q4 		$427K Buy
7,539
+729
+11% +$40.6K ﹤0.01% 1010
2017
Q3 		$361K Buy
6,810
+93
+1% +$4.56K ﹤0.01% 1054
2017
Q2 		$330K Buy
6,717
+48
+0.7% +$2.28K ﹤0.01% 1044
2017
Q1 		$327K Hold
6,669
– – ﹤0.01% 1020
2016
Q4 		$325K Sell
6,669
-1,700
-20% -$73.1K ﹤0.01% 1027
2016
Q3 		$314K Buy
+8,369
New +$298K ﹤0.01% 1064

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's WAL Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Western Alliance Bancorporation (WAL) in Q4 2022, closing a stake of 5,731 shares — an estimated $377K sold.

United Capital Financial Advisors first reported a position in WAL in Q3 2016 and held it in 19 quarters. The position peaked at $599K in Q4 2021. 378 funds tracked by Wall St. Rank hold WAL as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Western Alliance Bancorporation position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,731 Western Alliance Bancorporation shares in Q4 2022, an estimated $377K.
  • United Capital Financial Advisors first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 19 quarters.
  • United Capital Financial Advisors's Western Alliance Bancorporation position peaked at $599K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.