Cassady Schiller Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$941	Buy	+30	New	+$1.04K	﹤0.01%	802

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cassady Schiller Wealth Management's WASH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Washington Trust Bancorp (WASH) in Q4 2024: 30 shares worth $941. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings.

162 funds tracked by Wall St. Rank hold WASH as of Q4 2024.

Cassady Schiller Wealth Management held 30 shares of Washington Trust Bancorp worth $941 as of Q4 2024.
Washington Trust Bancorp was a new Cassady Schiller Wealth Management position in Q4 2024.
Washington Trust Bancorp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #802 holding.
162 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.