Financial Gravity Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-10	Closed	-$377	–	910
2020 Q1	$377	Buy	10 +3	+43%	+$136	﹤0.01%	602
2019 Q4	$54K	Buy	7 +1	+17%	+$51	0.04%	608
2019 Q3	$0	Buy	6 +1	+20%	+$49	﹤0.01%	1575
2019 Q2	$0	Buy	5 +1	+25%	+$51	﹤0.01%	1691
2019 Q1	$0	Buy	+4	New	+$205	﹤0.01%	1561
2018 Q3	$2K	Buy	44 +13	+42%	+$764	﹤0.01%	1012
2018 Q2	$2K	Sell	31 -3	-9%	-$175	﹤0.01%	1038
2018 Q1	$2K	Buy	+34	New	+$1.84K	﹤0.01%	1012

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

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

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Gravity Asset Management's WASH Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Washington Trust Bancorp (WASH) in Q2 2020, closing a stake of 10 shares — an estimated $377 sold.

Financial Gravity Asset Management first reported a position in WASH in Q1 2018 and held it in 8 quarters. The position peaked at $54K in Q4 2019. 126 funds tracked by Wall St. Rank hold WASH as of Q2 2020.

Financial Gravity Asset Management reported no remaining Washington Trust Bancorp position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 10 Washington Trust Bancorp shares in Q2 2020, an estimated $377.
Financial Gravity Asset Management first reported a position in Washington Trust Bancorp in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Washington Trust Bancorp position peaked at $54K in Q4 2019.
126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.