BCWM
WASH icon

Bartlett & Co Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-18
Closed -$963 – 885
2021
Q3 		$963 Buy
+18
New +$919 ﹤0.01% 916

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bartlett & Co Wealth Management's WASH Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Washington Trust Bancorp (WASH) in Q4 2021, closing a stake of 18 shares — an estimated $963 sold.

Bartlett & Co Wealth Management first reported a position in WASH in Q3 2021 and held it in 1 quarter. The position peaked at $963 in Q3 2021. 145 funds tracked by Wall St. Rank hold WASH as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining Washington Trust Bancorp position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 18 Washington Trust Bancorp shares in Q4 2021, an estimated $963.
  • Bartlett & Co Wealth Management first reported a position in Washington Trust Bancorp in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Washington Trust Bancorp position peaked at $963 in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.