Chevy Chase Trust
WAL icon

Chevy Chase Trust’s Western Alliance Bancorporation WAL Stock Holding History

Chevy Chase 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
Q1 		– Sell
-33,626
Closed -$2M – 661
2022
Q4 		$2M Sell
33,626
-12,225
-27% -$792K 0.01% 556
2022
Q3 		$3.01M Buy
45,851
+766
+2% +$58K 0.01% 529
2022
Q2 		$3.18M Sell
45,085
-396
-0.9% -$30.3K 0.01% 523
2022
Q1 		$3.77M Buy
45,481
+7,099
+18% +$695K 0.01% 528
2021
Q4 		$4.13M Buy
38,382
+11,706
+44% +$1.32M 0.01% 527
2021
Q3 		$2.9M Buy
26,676
+37
+0.1% +$3.6K 0.01% 541
2021
Q2 		$2.47M Buy
+26,639
New +$2.64M 0.01% 551

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Citadel Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return