Buckingham Strategic Wealth’s Washington Trust Bancorp WASH Stock Holding History

Buckingham Strategic Wealth’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 Q2	$700K	Buy	+25,551	New	+$663K	0.01%	400

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Buckingham Strategic Wealth's WASH Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Washington Trust Bancorp (WASH) in Q2 2024: 25,551 shares worth $700K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings.

124 funds tracked by Wall St. Rank hold WASH as of Q2 2024.

Buckingham Strategic Wealth held 25,551 shares of Washington Trust Bancorp worth $700K as of Q2 2024.
Washington Trust Bancorp was a new Buckingham Strategic Wealth position in Q2 2024.
Washington Trust Bancorp made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #400 holding.
124 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.