CSPIA
WASH icon

Cary Street Partners Investment Advisory’s Washington Trust Bancorp WASH Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-365
Closed -$9.61K – 1770
2023
Q3 		$9.61K Hold
365
– – ﹤0.01% 1312
2023
Q2 		$9.79K Hold
365
– – ﹤0.01% 1248
2023
Q1 		$12.7K Hold
365
– – ﹤0.01% 1083
2022
Q4 		$17.2K Buy
+365
New +$17.6K ﹤0.01% 1015

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 $3.22B AUM 29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's WASH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Washington Trust Bancorp (WASH) in Q4 2023, closing a stake of 365 shares — an estimated $9.61K sold.

Cary Street Partners Investment Advisory first reported a position in WASH in Q4 2022 and held it in 4 quarters. The position peaked at $17.2K in Q4 2022. 128 funds tracked by Wall St. Rank hold WASH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Washington Trust Bancorp position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 365 Washington Trust Bancorp shares in Q4 2023, an estimated $9.61K.
  • Cary Street Partners Investment Advisory first reported a position in Washington Trust Bancorp in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Washington Trust Bancorp position peaked at $17.2K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.