Boston Partners
WASH icon

Boston Partners’s Washington Trust Bancorp WASH Stock Holding History

Boston 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
2023
Q2 		– Sell
-8,134
Closed -$282K – 743
2023
Q1 		$282K Sell
8,134
-20,081
-71% -$847K ﹤0.01% 653
2022
Q4 		$1.33M Sell
28,215
-135
-0.5% -$6.49K ﹤0.01% 484
2022
Q3 		$1.32M Sell
28,350
-430
-1% -$22K ﹤0.01% 484
2022
Q2 		$1.39M Sell
28,780
-2,521
-8% -$123K ﹤0.01% 473
2022
Q1 		$1.64M Buy
31,301
+582
+2% +$32.5K ﹤0.01% 487
2021
Q4 		$1.73M Sell
30,719
-153
-0.5% -$8.51K ﹤0.01% 474
2021
Q3 		$1.64M Sell
30,872
-7,456
-19% -$381K ﹤0.01% 474
2021
Q2 		$1.97M Sell
38,328
-22,783
-37% -$1.2M ﹤0.01% 461
2021
Q1 		$3.15M Sell
61,111
-291
-0.5% -$14.1K ﹤0.01% 426
2020
Q4 		$2.75M Buy
61,402
+4,788
+8% +$185K ﹤0.01% 401
2020
Q3 		$1.74M Buy
56,614
+19,773
+54% +$651K ﹤0.01% 438
2020
Q2 		$1.21M Buy
+36,841
New +$1.2M ﹤0.01% 500

Other funds holding WASH

BlackRock
BlackRock New York $5.7T 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return