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Bridgewealth Advisory Group’s Washington Trust Bancorp WASH Stock Holding History

Bridgewealth Advisory Group’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
Q1 		– Sell
-4,999
Closed -$236K – 58
2022
Q4 		$236K Buy
+4,999
New +$240K 0.46% 44

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
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Bridgewealth Advisory Group's WASH Position: Q1 2023 in Review

Bridgewealth Advisory Group sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 4,999 shares — an estimated $236K sold.

Bridgewealth Advisory Group first reported a position in WASH in Q4 2022 and held it in 1 quarter. The position peaked at $236K in Q4 2022. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • Bridgewealth Advisory Group reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 4,999 Washington Trust Bancorp shares in Q1 2023, an estimated $236K.
  • Bridgewealth Advisory Group first reported a position in Washington Trust Bancorp in Q4 2022 and held it in 1 quarter.
  • Bridgewealth Advisory Group's Washington Trust Bancorp position peaked at $236K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2023, filed 15 May 2023.