COCM
WAL icon

Charter Oak Capital Management’s Western Alliance Bancorporation WAL Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-77
Closed -$5K – 884
2022
Q2 		$5K Hold
77
– – ﹤0.01% 713
2022
Q1 		$6K Buy
+77
New +$7.54K ﹤0.01% 732

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 $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Charter Oak Capital Management's WAL Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Western Alliance Bancorporation (WAL) in Q3 2022, closing a stake of 77 shares — an estimated $5K sold.

Charter Oak Capital Management first reported a position in WAL in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 368 funds tracked by Wall St. Rank hold WAL as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Western Alliance Bancorporation position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 77 Western Alliance Bancorporation shares in Q3 2022, an estimated $5K.
  • Charter Oak Capital Management first reported a position in Western Alliance Bancorporation in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Western Alliance Bancorporation position peaked at $6K in Q1 2022.
  • 368 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.