Wealth Enhancement Advisory Services
WAL icon

Wealth Enhancement Advisory Services’s Western Alliance Bancorporation WAL Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$1.06M Buy
14,773
+2,726
+23% +$227K ﹤0.01% 1749
2025
Q4 		$1.07M Buy
12,047
+7,107
+144% +$577K ﹤0.01% 1920
2025
Q3 		$425K Buy
4,940
+1,098
+29% +$93.1K ﹤0.01% 2490
2025
Q2 		$327K Buy
3,842
+580
+18% +$41.7K ﹤0.01% 2573
2025
Q1 		$251K Buy
3,262
+175
+6% +$14.7K ﹤0.01% 2583
2024
Q4 		$258K Buy
3,087
+166
+6% +$14.6K ﹤0.01% 2505
2024
Q3 		$253K Buy
+2,921
New +$225K ﹤0.01% 2290
2023
Q4 		– Sell
-4,774
Closed -$219K – 2443
2023
Q3 		$219K Buy
+4,774
New +$225K ﹤0.01% 1950

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VCM
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Dimensional Fund Advisors
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DAM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return