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Apexium Financial’s Washington Trust Bancorp WASH Stock Holding History

Apexium Financial’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
2024
Q1 		– Sell
-25,000
Closed -$810K – 280
2023
Q4 		$810K Buy
+25,000
New +$681K 0.06% 139
2023
Q2 		– Sell
-6,411
Closed -$222K – 226
2023
Q1 		$222K Hold
6,411
– – 0.02% 192
2022
Q4 		$302K Hold
6,411
– – 0.03% 168
2022
Q3 		$298K Buy
+6,411
New +$328K 0.04% 150

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Apexium Financial's WASH Position: Q1 2024 in Review

Apexium Financial sold out of Washington Trust Bancorp (WASH) in Q1 2024, closing a stake of 25,000 shares — an estimated $810K sold.

Apexium Financial first reported a position in WASH in Q3 2022 and held it in 4 quarters. The position peaked at $810K in Q4 2023. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2024.

  • Apexium Financial reported no remaining Washington Trust Bancorp position as of Q1 2024 after selling out during the quarter.
  • Apexium Financial sold 25,000 Washington Trust Bancorp shares in Q1 2024, an estimated $810K.
  • Apexium Financial first reported a position in Washington Trust Bancorp in Q3 2022 and held it in 4 quarters.
  • Apexium Financial's Washington Trust Bancorp position peaked at $810K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2024.

Based on Apexium Financial's 13F filing for Q1 2024, filed 19 Apr 2024.