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Wealthspire Advisors (Maryland)’s Western Alliance Bancorporation WAL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-944
Closed -$39K – 2021
2019
Q1 		$39K Sell
944
-181
-16% -$7.98K ﹤0.01% 992
2018
Q4 		$44K Sell
1,125
-46
-4% -$2.17K ﹤0.01% 919
2018
Q3 		$67K Buy
1,171
+5
+0.4% +$288 0.01% 860
2018
Q2 		$66K Buy
1,166
+38
+3% +$2.28K 0.01% 879
2018
Q1 		$66K Sell
1,128
-3
-0.3% -$178 0.01% 883
2017
Q4 		$64K Buy
1,131
+102
+10% +$5.68K 0.01% 908
2017
Q3 		$55K Buy
1,029
+213
+26% +$10.4K 0.01% 942
2017
Q2 		$40K Buy
816
+200
+32% +$9.52K ﹤0.01% 1021
2017
Q1 		$30K Buy
616
+4
+0.7% +$200 ﹤0.01% 957
2016
Q4 		$30K Buy
612
+58
+10% +$2.5K ﹤0.01% 910
2016
Q3 		$21K Buy
+554
New +$19.7K ﹤0.01% 1044

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WAL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Western Alliance Bancorporation (WAL) in Q2 2019, closing a stake of 944 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in WAL in Q3 2016 and held it in 11 quarters. The position peaked at $67K in Q3 2018. 339 funds tracked by Wall St. Rank hold WAL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Western Alliance Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 944 Western Alliance Bancorporation shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Western Alliance Bancorporation in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Western Alliance Bancorporation position peaked at $67K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.