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Whitegate Investment Counselors’s Western Alliance Bancorporation WAL Stock Holding History

Whitegate Investment Counselors’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
2020
Q1 		– Sell
-8,635
Closed -$492K – 205
2019
Q4 		$492K Hold
8,635
– – 0.09% 145
2019
Q3 		$398K Sell
8,635
-225
-3% -$10.2K 0.08% 147
2019
Q2 		$396K Buy
+8,860
New +$396K 0.08% 144

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 $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Whitegate Investment Counselors's WAL Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of Western Alliance Bancorporation (WAL) in Q1 2020, closing a stake of 8,635 shares — an estimated $492K sold.

Whitegate Investment Counselors first reported a position in WAL in Q2 2019 and held it in 3 quarters. The position peaked at $492K in Q4 2019. 316 funds tracked by Wall St. Rank hold WAL as of Q1 2020.

  • Whitegate Investment Counselors reported no remaining Western Alliance Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 8,635 Western Alliance Bancorporation shares in Q1 2020, an estimated $492K.
  • Whitegate Investment Counselors first reported a position in Western Alliance Bancorporation in Q2 2019 and held it in 3 quarters.
  • Whitegate Investment Counselors's Western Alliance Bancorporation position peaked at $492K in Q4 2019.
  • 316 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.