Brinker Capital Investments’s Washington Trust Bancorp WASH Stock Holding History

Brinker Capital Investments’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	-8,346	Closed	-$394K	–	1657
2022 Q4	$394K	Sell	8,346 -150	-2%	-$7.21K	0.01%	1059
2022 Q3	$395K	Sell	8,496 -94	-1%	-$4.8K	0.01%	1020
2022 Q2	$415K	Sell	8,590 -549	-6%	-$26.8K	0.01%	1045
2022 Q1	$480K	Buy	9,139 +23	+0.3%	+$1.28K	0.01%	1066
2021 Q4	$514K	Buy	9,116 +694	+8%	+$38.6K	0.01%	1044
2021 Q3	$434K	Hold	8,422	–	–	0.01%	1014
2021 Q2	$434K	Sell	8,422 -958	-10%	-$50.5K	0.01%	1074
2021 Q1	$486K	Buy	9,380 +796	+9%	+$38.6K	0.01%	915
2020 Q4	$386K	Sell	8,584 -429	-5%	-$16.6K	0.01%	888
2020 Q3	$277K	Buy	+9,013	New	+$297K	﹤0.01%	1029

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Brinker Capital Investments's WASH Position: Q1 2023 in Review

Brinker Capital Investments sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 8,346 shares — an estimated $394K sold.

Brinker Capital Investments first reported a position in WASH in Q3 2020 and held it in 10 quarters. The position peaked at $514K in Q4 2021. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

Brinker Capital Investments reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
Brinker Capital Investments sold 8,346 Washington Trust Bancorp shares in Q1 2023, an estimated $394K.
Brinker Capital Investments first reported a position in Washington Trust Bancorp in Q3 2020 and held it in 10 quarters.
Brinker Capital Investments's Washington Trust Bancorp position peaked at $514K in Q4 2021.
139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.