Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Washington Trust Bancorp WASH Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-22,160
Closed -$607K – 3532
2024
Q2 		$607K Buy
22,160
+2,148
+11% +$55.8K ﹤0.01% 2139
2024
Q1 		$538K Buy
20,012
+3,049
+18% +$83.7K ﹤0.01% 2216
2023
Q4 		$549K Buy
+16,963
New +$462K ﹤0.01% 2115

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cambridge Investment Research Advisors's WASH Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Washington Trust Bancorp (WASH) in Q3 2024, closing a stake of 22,160 shares — an estimated $607K sold.

Cambridge Investment Research Advisors first reported a position in WASH in Q4 2023 and held it in 3 quarters. The position peaked at $607K in Q2 2024. 141 funds tracked by Wall St. Rank hold WASH as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Washington Trust Bancorp position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 22,160 Washington Trust Bancorp shares in Q3 2024, an estimated $607K.
  • Cambridge Investment Research Advisors first reported a position in Washington Trust Bancorp in Q4 2023 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Washington Trust Bancorp position peaked at $607K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.