Wescott Financial Advisory Group’s Western Alliance Bancorporation WAL Stock Holding History

Wescott Financial Advisory Group’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	-5,000	Closed	-$432K	–	177
2024 Q3	$432K	Sell	5,000 -5,000	-50%	-$385K	0.05%	127
2024 Q2	$628K	Hold	10,000	–	–	0.07%	101
2024 Q1	$642K	Hold	10,000	–	–	0.08%	97
2023 Q4	$658K	Hold	10,000	–	–	0.09%	87
2023 Q3	$460K	Hold	10,000	–	–	0.08%	102
2023 Q2	$365K	Hold	10,000	–	–	0.06%	119
2023 Q1	$355K	Buy	+10,000	New	+$613K	0.08%	117

Other funds holding WAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 London $209B AUM 37.72% 1-Year Est. Return

Wescott Financial Advisory Group's WAL Position: Q4 2024 in Review

Wescott Financial Advisory Group sold out of Western Alliance Bancorporation (WAL) in Q4 2024, closing a stake of 5,000 shares — an estimated $432K sold.

Wescott Financial Advisory Group first reported a position in WAL in Q1 2023 and held it in 7 quarters. The position peaked at $658K in Q4 2023. 427 funds tracked by Wall St. Rank hold WAL as of Q4 2024.

Wescott Financial Advisory Group reported no remaining Western Alliance Bancorporation position as of Q4 2024 after selling out during the quarter.
Wescott Financial Advisory Group sold 5,000 Western Alliance Bancorporation shares in Q4 2024, an estimated $432K.
Wescott Financial Advisory Group first reported a position in Western Alliance Bancorporation in Q1 2023 and held it in 7 quarters.
Wescott Financial Advisory Group's Western Alliance Bancorporation position peaked at $658K in Q4 2023.
427 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2024.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.