Carroll Financial Associates’s Washington Trust Bancorp WASH Stock Holding History

Carroll Financial Associates’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
2021 Q4	$1K	Hold	21	–	–	﹤0.01%	1587
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	1730
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	1657
2021 Q1	$1K	Hold	21	–	–	﹤0.01%	1596
2020 Q4	$0	Hold	21	–	–	﹤0.01%	1691
2020 Q3	$0	Hold	21	–	–	﹤0.01%	1696
2020 Q2	$0	Hold	21	–	–	﹤0.01%	1711
2020 Q1	$0	Hold	21	–	–	﹤0.01%	1696
2019 Q4	$1K	Hold	21	–	–	﹤0.01%	1486
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	1466
2019 Q2	$1K	Buy	+21	New	+$1.07K	﹤0.01%	1524

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carroll Financial Associates's WASH Position: Q4 2021 in Review

Carroll Financial Associates held its Washington Trust Bancorp (WASH) position steady in Q4 2021 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Carroll Financial Associates first reported a position in WASH in Q2 2019 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold WASH as of Q4 2021.

Carroll Financial Associates held 21 shares of Washington Trust Bancorp worth $1K as of Q4 2021.
Carroll Financial Associates left its Washington Trust Bancorp share count unchanged in Q4 2021.
Washington Trust Bancorp made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1587 holding.
Carroll Financial Associates first reported a position in Washington Trust Bancorp in Q2 2019 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.