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Freestone Capital Holdings’s Washington Trust Bancorp WASH Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-528
Closed -$23.7K – 1128
2020
Q4 		$23.7K Buy
528
+8
+2% +$309 ﹤0.01% 706
2020
Q3 		$16K Buy
+520
New +$17.1K ﹤0.01% 672

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CIP
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Dimensional Fund Advisors
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WT
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Principal Financial Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Freestone Capital Holdings's WASH Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Washington Trust Bancorp (WASH) in Q1 2021, closing a stake of 528 shares — an estimated $23.7K sold.

Freestone Capital Holdings first reported a position in WASH in Q3 2020 and held it in 2 quarters. The position peaked at $23.7K in Q4 2020. 137 funds tracked by Wall St. Rank hold WASH as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Washington Trust Bancorp position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 528 Washington Trust Bancorp shares in Q1 2021, an estimated $23.7K.
  • Freestone Capital Holdings first reported a position in Washington Trust Bancorp in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Washington Trust Bancorp position peaked at $23.7K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.