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Carolinas Wealth Consulting’s Washington Trust Bancorp WASH Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-22
Closed -$1K – 1019
2021
Q4 		$1K Hold
22
– – ﹤0.01% 946
2021
Q3 		$1K Hold
22
– – ﹤0.01% 920
2021
Q2 		$1K Sell
22
-5
-19% -$263 ﹤0.01% 928
2021
Q1 		$1K Buy
+27
New +$1.31K ﹤0.01% 923

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carolinas Wealth Consulting's WASH Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Washington Trust Bancorp (WASH) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in WASH in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 146 funds tracked by Wall St. Rank hold WASH as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Washington Trust Bancorp position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 22 Washington Trust Bancorp shares in Q1 2022, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Washington Trust Bancorp in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Washington Trust Bancorp position peaked at $1K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.