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Glassman Wealth Services’s Washington Trust Bancorp WASH Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-19
Closed -$615 – 1799
2023
Q4 		$615 Hold
19
– – ﹤0.01% 1676
2023
Q3 		$500 Sell
19
-26
-58% -$742 ﹤0.01% 1736
2023
Q2 		$1.21K Buy
45
+2
+5% +$56 ﹤0.01% 1389
2023
Q1 		$1.49K Buy
+43
New +$1.81K ﹤0.01% 1327

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Glassman Wealth Services's WASH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Washington Trust Bancorp (WASH) in Q1 2024, closing a stake of 19 shares — an estimated $615 sold.

Glassman Wealth Services first reported a position in WASH in Q1 2023 and held it in 4 quarters. The position peaked at $1.49K in Q1 2023. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Washington Trust Bancorp position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 19 Washington Trust Bancorp shares in Q1 2024, an estimated $615.
  • Glassman Wealth Services first reported a position in Washington Trust Bancorp in Q1 2023 and held it in 4 quarters.
  • Glassman Wealth Services's Washington Trust Bancorp position peaked at $1.49K in Q1 2023.
  • 118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.