Whittier Trust’s Western Alliance Bancorporation WAL Stock Holding History

Whittier Trust’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
2023 Q4	–	Sell	-12	Closed	-$551	–	1686
2023 Q3	$551	Buy	+12	New	+$567	﹤0.01%	1567
2022 Q3	–	Sell	-30	Closed	-$2K	–	1772
2022 Q2	$2K	Buy	+30	New	+$2.29K	﹤0.01%	1587
2022 Q1	–	Sell	-116	Closed	-$12K	–	1758
2021 Q4	$12K	Buy	+116	New	+$13.1K	﹤0.01%	1293

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Whittier Trust's WAL Position: Q4 2023 in Review

Whittier Trust sold out of Western Alliance Bancorporation (WAL) in Q4 2023, closing a stake of 12 shares — an estimated $551 sold.

Whittier Trust first reported a position in WAL in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 377 funds tracked by Wall St. Rank hold WAL as of Q4 2023.

Whittier Trust reported no remaining Western Alliance Bancorporation position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 12 Western Alliance Bancorporation shares in Q4 2023, an estimated $551.
Whittier Trust first reported a position in Western Alliance Bancorporation in Q4 2021 and held it in 3 quarters.
Whittier Trust's Western Alliance Bancorporation position peaked at $12K in Q4 2021.
377 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.