FFA
WASH icon

Founders Financial Alliance’s Washington Trust Bancorp WASH Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-40
Closed -$2K – 1231
2020
Q3 		$2K Buy
+40
New +$1.32K ﹤0.01% 1238

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Founders Financial Alliance's WASH Position: Q4 2020 in Review

Founders Financial Alliance sold out of Washington Trust Bancorp (WASH) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in WASH in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 138 funds tracked by Wall St. Rank hold WASH as of Q4 2020.

  • Founders Financial Alliance reported no remaining Washington Trust Bancorp position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 40 Washington Trust Bancorp shares in Q4 2020, an estimated $2K.
  • Founders Financial Alliance first reported a position in Washington Trust Bancorp in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Washington Trust Bancorp position peaked at $2K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.