IWP
WASH icon

Icon Wealth Partners’s Washington Trust Bancorp WASH Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-412
Closed -$20K – 768
2019
Q1 		$20K Buy
+412
New +$21.2K 0.01% 554
2018
Q3 		– Sell
-442
Closed -$26K – 720
2018
Q2 		$26K Buy
+442
New +$25.7K 0.01% 532
2018
Q1 		– Sell
-441
Closed -$23K – 728
2017
Q4 		$23K Buy
+441
New +$24.4K 0.01% 583

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WT
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Partners's WASH Position: Q2 2019 in Review

Icon Wealth Partners sold out of Washington Trust Bancorp (WASH) in Q2 2019, closing a stake of 412 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in WASH in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q2 2018. 122 funds tracked by Wall St. Rank hold WASH as of Q2 2019.

  • Icon Wealth Partners reported no remaining Washington Trust Bancorp position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 412 Washington Trust Bancorp shares in Q2 2019, an estimated $20K.
  • Icon Wealth Partners first reported a position in Washington Trust Bancorp in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Washington Trust Bancorp position peaked at $26K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.