FourThought Financial’s Washington Trust Bancorp WASH Stock Holding History

FourThought Financial’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 Q3	$53K	Buy	1,132 +130	+13%	+$6.65K	0.01%	594
2022 Q2	$48K	Hold	1,002	–	–	0.01%	623
2022 Q1	$53K	Sell	1,002 -196	-16%	-$11K	0.01%	649
2021 Q4	$68K	Buy	1,198 +5	+0.4%	+$278	0.01%	584
2021 Q3	$63K	Buy	1,193 +23	+2%	+$1.18K	0.01%	624
2021 Q2	$60K	Buy	1,170 +1,028	+724%	+$54.2K	0.01%	647
2021 Q1	$7K	Hold	142	–	–	﹤0.01%	1135
2020 Q4	$6K	Buy	+142	New	+$5.48K	﹤0.01%	1123

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FourThought Financial's WASH Position: Q3 2022 in Review

FourThought Financial increased its Washington Trust Bancorp (WASH) stake by 13% in Q3 2022, buying an estimated $6.65K and bringing the position to 1,132 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #594.

FourThought Financial first reported a position in WASH in Q4 2020 and has held it in 8 quarters since. The position peaked at $68K in Q4 2021. 149 funds tracked by Wall St. Rank hold WASH as of Q3 2022.

FourThought Financial held 1,132 shares of Washington Trust Bancorp worth $53K as of Q3 2022.
FourThought Financial bought 130 Washington Trust Bancorp shares in Q3 2022, an estimated $6.65K.
Washington Trust Bancorp made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #594 holding.
FourThought Financial first reported a position in Washington Trust Bancorp in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Washington Trust Bancorp position peaked at $68K in Q4 2021.
149 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.