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

Other funds holding WAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Chevy Chase Trust's WAL Position: Q1 2023 in Review

Chevy Chase Trust sold out of Western Alliance Bancorporation (WAL) in Q1 2023, closing a stake of 33,626 shares — an estimated $2M sold.

Chevy Chase Trust first reported a position in WAL in Q2 2021 and held it in 7 quarters. The position peaked at $4.13M in Q4 2021. 330 funds tracked by Wall St. Rank hold WAL as of Q1 2023.

  • Chevy Chase Trust reported no remaining Western Alliance Bancorporation position as of Q1 2023 after selling out during the quarter.
  • Chevy Chase Trust sold 33,626 Western Alliance Bancorporation shares in Q1 2023, an estimated $2M.
  • Chevy Chase Trust first reported a position in Western Alliance Bancorporation in Q2 2021 and held it in 7 quarters.
  • Chevy Chase Trust's Western Alliance Bancorporation position peaked at $4.13M in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q1 2023.

Based on Chevy Chase Trust's 13F filing for Q1 2023, filed 16 May 2023.