AWM
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Avior Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-154
Closed -$4.83K – 2316
2024
Q4 		$4.83K Buy
154
+69
+81% +$2.39K ﹤0.01% 1869
2024
Q3 		$2.74K Buy
+85
New +$2.6K ﹤0.01% 1924
2024
Q2 		– Sell
-4
Closed -$107 – 3724
2024
Q1 		$107 Buy
+4
New +$110 ﹤0.01% 3164

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Avior Wealth Management's WASH Position: Q1 2025 in Review

Avior Wealth Management sold out of Washington Trust Bancorp (WASH) in Q1 2025, closing a stake of 154 shares — an estimated $4.83K sold.

Avior Wealth Management first reported a position in WASH in Q1 2024 and held it in 3 quarters. The position peaked at $4.83K in Q4 2024. 159 funds tracked by Wall St. Rank hold WASH as of Q1 2025.

  • Avior Wealth Management reported no remaining Washington Trust Bancorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 154 Washington Trust Bancorp shares in Q1 2025, an estimated $4.83K.
  • Avior Wealth Management first reported a position in Washington Trust Bancorp in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Washington Trust Bancorp position peaked at $4.83K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.