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Valeo Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Valeo 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
2024
Q4 		– Sell
-7,200
Closed -$623K – 789
2024
Q3 		$623K Sell
7,200
-104
-1% -$8K 0.02% 360
2024
Q2 		$459K Buy
7,304
+1
+0% +$60 0.01% 415
2024
Q1 		$434K Hold
7,303
– – 0.02% 417
2023
Q4 		$480K Hold
7,303
– – 0.02% 379
2023
Q3 		$336K Sell
7,303
-192
-3% -$9.07K 0.02% 428
2023
Q2 		$273K Sell
7,495
-2,993
-29% -$104K 0.01% 455
2023
Q1 		$373K Buy
+10,488
New +$643K 0.02% 387
2021
Q2 		– Sell
-2
Closed – – 1815
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2201
2020
Q4 		$0 Hold
2
– – ﹤0.01% 1869
2020
Q3 		$0 Sell
2
-34
-94% -$1.21K ﹤0.01% 2161
2020
Q2 		$1K Hold
36
– – ﹤0.01% 1979
2020
Q1 		$1K Buy
36
+2
+6% +$96 ﹤0.01% 1731
2019
Q4 		$2K Hold
34
– – ﹤0.01% 1491
2019
Q3 		$2K Hold
34
– – ﹤0.01% 1415
2019
Q2 		$2K Sell
34
-20
-37% -$893 ﹤0.01% 1438
2019
Q1 		$2K Hold
54
– – ﹤0.01% 1399
2018
Q4 		$2K Sell
54
-54
-50% -$2.55K ﹤0.01% 1327
2018
Q3 		$5K Buy
108
+74
+218% +$4.26K ﹤0.01% 1231
2018
Q2 		$2K Sell
34
-250
-88% -$15K ﹤0.01% 1390
2018
Q1 		$17K Buy
284
+250
+735% +$14.8K ﹤0.01% 771
2017
Q4 		$2K Hold
34
– – ﹤0.01% 1221
2017
Q3 		$2K Buy
+34
New +$1.67K ﹤0.01% 1050

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's WAL Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Western Alliance Bancorporation (WAL) in Q4 2024, closing a stake of 7,200 shares — an estimated $623K sold.

Valeo Financial Advisors first reported a position in WAL in Q3 2017 and held it in 22 quarters. The position peaked at $623K in Q3 2024. 427 funds tracked by Wall St. Rank hold WAL as of Q4 2024.

  • Valeo Financial Advisors reported no remaining Western Alliance Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 7,200 Western Alliance Bancorporation shares in Q4 2024, an estimated $623K.
  • Valeo Financial Advisors first reported a position in Western Alliance Bancorporation in Q3 2017 and held it in 22 quarters.
  • Valeo Financial Advisors's Western Alliance Bancorporation position peaked at $623K in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.