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Albion Financial Group’s Washington Trust Bancorp WASH Stock Holding History

Albion Financial Group’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9
Closed – – 579
2022
Q2 		$0 Hold
9
– – ﹤0.01% 630
2022
Q1 		$0 Sell
9
-9
-50% -$503 ﹤0.01% 674
2021
Q4 		$1K Buy
+18
New +$1K ﹤0.01% 605

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Albion Financial Group's WASH Position: Q3 2022 in Review

Albion Financial Group sold out of Washington Trust Bancorp (WASH) in Q3 2022, closing a stake of 9 shares.

Albion Financial Group first reported a position in WASH in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 149 funds tracked by Wall St. Rank hold WASH as of Q3 2022.

  • Albion Financial Group reported no remaining Washington Trust Bancorp position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 9 Washington Trust Bancorp shares in Q3 2022.
  • Albion Financial Group first reported a position in Washington Trust Bancorp in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Washington Trust Bancorp position peaked at $1K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.