YorkBridge Wealth Partners’s Western Alliance Bancorporation WAL Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-229	Closed	-$10K	–	644
2019 Q2	$10K	Sell	229 -88	-28%	-$3.93K	﹤0.01%	563
2019 Q1	$13K	Sell	317 -282	-47%	-$12.4K	0.01%	539
2018 Q4	$24K	Buy	599 +139	+30%	+$6.57K	0.01%	418
2018 Q3	$26K	Sell	460 -12	-3%	-$691	0.01%	466
2018 Q2	$27K	Buy	472 +16	+4%	+$959	0.01%	457
2018 Q1	$27K	Buy	456 +63	+16%	+$3.73K	0.01%	453
2017 Q4	$23K	Sell	393 -78	-17%	-$4.34K	0.01%	475
2017 Q3	$25K	Sell	471 -29	-6%	-$1.42K	0.01%	470
2017 Q2	$25K	Hold	500	–	–	0.01%	460
2017 Q1	$24K	Buy	500 +180	+56%	+$9.01K	0.01%	468
2016 Q4	$15K	Buy	+320	New	+$13.8K	0.01%	507

Other funds holding WAL

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

YorkBridge Wealth Partners's WAL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Western Alliance Bancorporation (WAL) in Q3 2019, closing a stake of 229 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in WAL in Q4 2016 and held it in 11 quarters. The position peaked at $27K in Q2 2018. 338 funds tracked by Wall St. Rank hold WAL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Western Alliance Bancorporation position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 229 Western Alliance Bancorporation shares in Q3 2019, an estimated $10K.
YorkBridge Wealth Partners first reported a position in Western Alliance Bancorporation in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Western Alliance Bancorporation position peaked at $27K in Q2 2018.
338 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.