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Diversified Trust’s Washington Trust Bancorp WASH Stock Holding History

Diversified Trust’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
-3,875
Closed -$218K – 902
2021
Q4 		$218K Hold
3,875
– – 0.01% 745
2021
Q3 		$205K Buy
+3,875
New +$198K 0.01% 720
2015
Q1 		– Sell
-5,000
Closed -$201K – 517
2014
Q4 		$201K Buy
+5,000
New +$184K 0.02% 481
2014
Q2 		$271K Buy
+7,370
New +$261K 0.02% 483
2013
Q4 		$326K Hold
8,750
– – 0.03% 390
2013
Q3 		$275K Sell
8,750
-150
-2% -$4.69K 0.03% 411
2013
Q2 		$254K Buy
+8,900
New +$245K 0.03% 422

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

Diversified Trust's WASH Position: Q1 2022 in Review

Diversified Trust sold out of Washington Trust Bancorp (WASH) in Q1 2022, closing a stake of 3,875 shares — an estimated $218K sold.

Diversified Trust first reported a position in WASH in Q2 2013 and held it in 7 quarters. The position peaked at $326K in Q4 2013. 146 funds tracked by Wall St. Rank hold WASH as of Q1 2022.

  • Diversified Trust reported no remaining Washington Trust Bancorp position as of Q1 2022 after selling out during the quarter.
  • Diversified Trust sold 3,875 Washington Trust Bancorp shares in Q1 2022, an estimated $218K.
  • Diversified Trust first reported a position in Washington Trust Bancorp in Q2 2013 and held it in 7 quarters.
  • Diversified Trust's Washington Trust Bancorp position peaked at $326K in Q4 2013.
  • 146 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2022.

Based on Diversified Trust's 13F filing for Q1 2022, filed 7 Apr 2022.