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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 – 645
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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return