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Whalen Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Whalen Wealth Management’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
-5,891
Closed -$510K – 177
2024
Q3 		$510K Buy
+5,891
New +$453K 0.36% 61

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Whalen Wealth Management's WAL Position: Q4 2024 in Review

Whalen Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q4 2024, closing a stake of 5,891 shares — an estimated $510K sold.

Whalen Wealth Management first reported a position in WAL in Q3 2024 and held it in 1 quarter. The position peaked at $510K in Q3 2024. 426 funds tracked by Wall St. Rank hold WAL as of Q4 2024.

  • Whalen Wealth Management reported no remaining Western Alliance Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 5,891 Western Alliance Bancorporation shares in Q4 2024, an estimated $510K.
  • Whalen Wealth Management first reported a position in Western Alliance Bancorporation in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Western Alliance Bancorporation position peaked at $510K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.