WFAG
WAL icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return