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Fiducient Advisors’s Washington Trust Bancorp WASH Stock Holding History

Fiducient Advisors’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 		– Sell
-5,500
Closed -$291K – 96
2021
Q3 		$291K Hold
5,500
– – 0.09% 78
2021
Q2 		$282K Hold
5,500
– – 0.09% 63
2021
Q1 		$284K Hold
5,500
– – 0.09% 64
2020
Q4 		$246K Buy
+5,500
New +$212K 0.09% 67

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fiducient Advisors's WASH Position: Q4 2021 in Review

Fiducient Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2021, closing a stake of 5,500 shares — an estimated $291K sold.

Fiducient Advisors first reported a position in WASH in Q4 2020 and held it in 4 quarters. The position peaked at $291K in Q3 2021. 145 funds tracked by Wall St. Rank hold WASH as of Q4 2021.

  • Fiducient Advisors reported no remaining Washington Trust Bancorp position as of Q4 2021 after selling out during the quarter.
  • Fiducient Advisors sold 5,500 Washington Trust Bancorp shares in Q4 2021, an estimated $291K.
  • Fiducient Advisors first reported a position in Washington Trust Bancorp in Q4 2020 and held it in 4 quarters.
  • Fiducient Advisors's Washington Trust Bancorp position peaked at $291K in Q3 2021.
  • 145 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2021.

Based on Fiducient Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.