ADVISORY RESEARCH INC WAL Holdings History

Number of Shares
63,509.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
0.86%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
8.51%

ADVISORY RESEARCH INC's Western Alliance Bancorp Holding Summary

As of 2025-03-31, ADVISORY RESEARCH INC held 63,509.00 shares of Western Alliance Bancorp(WAL), totaling $4.88 Mil. This investment constitutes 0.86% of their stock portfolio, and ADVISORY RESEARCH INC now holds 0.06% of the outstanding Western Alliance Bancorp(WAL) stock.

The initial trade took place in 2021Q1. And since then ADVISORY RESEARCH INC has made 9 purchases of WAL, at an average price of $76.57, for a total of 165,473.00 shares. In addition, there have been 6 sales at an average price of $82.15 for 101,964.00 shares. Based on historical transaction data and WAL's current price of $84.61, ADVISORY RESEARCH INC's estimated gain on his WAL holdings is $1.08 Mil, reflecting a 8.51% gain to date.

ADVISORY RESEARCH INC WAL ($84.61) Holding Chart

ADVISORY RESEARCH INC WAL ($84.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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