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Baldwin Wealth Partners’s Washington Trust Bancorp WASH Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-1,666
Closed -$53.7K – 1023
2024
Q3 		$53.7K Buy
1,666
+7
+0.4% +$214 ﹤0.01% 537
2024
Q2 		$45.5K Hold
1,659
– – ﹤0.01% 365
2024
Q1 		$44.6K Hold
1,659
– – ﹤0.01% 382
2023
Q4 		$53.7K Hold
1,659
– – ﹤0.01% 368
2023
Q3 		$43.7K Hold
1,659
– – ﹤0.01% 416
2023
Q2 		$44.5K Hold
1,659
– – ﹤0.01% 426
2023
Q1 		$57.5K Hold
1,659
– – 0.01% 406
2022
Q4 		$78.3K Buy
+1,659
New +$79.8K 0.01% 346

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baldwin Wealth Partners's WASH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Washington Trust Bancorp (WASH) in Q4 2024, closing a stake of 1,666 shares — an estimated $53.7K sold.

Baldwin Wealth Partners first reported a position in WASH in Q4 2022 and held it in 8 quarters. The position peaked at $78.3K in Q4 2022. 162 funds tracked by Wall St. Rank hold WASH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Washington Trust Bancorp position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,666 Washington Trust Bancorp shares in Q4 2024, an estimated $53.7K.
  • Baldwin Wealth Partners first reported a position in Washington Trust Bancorp in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Washington Trust Bancorp position peaked at $78.3K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.