IFG Advisory’s Washington Trust Bancorp WASH Stock Holding History

IFG Advisory’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 Q3	–	Sell	-7,694	Closed	-$211K	–	622
2024 Q2	$211K	Buy	+7,694	New	+$200K	0.01%	585
2024 Q1	–	Sell	-7,755	Closed	-$251K	–	587
2023 Q4	$251K	Sell	7,755 -350	-4%	-$9.53K	0.02%	507
2023 Q3	$213K	Buy	+8,105	New	+$231K	0.02%	506
2023 Q2	–	Sell	-7,878	Closed	-$273K	–	505
2023 Q1	$273K	Hold	7,878	–	–	0.03%	424
2022 Q4	$371K	Hold	7,878	–	–	0.04%	362
2022 Q3	$366K	Hold	7,878	–	–	0.03%	370
2022 Q2	$381K	Hold	7,878	–	–	0.04%	333
2022 Q1	$413K	Sell	7,878 -367	-4%	-$20.5K	0.04%	335
2021 Q4	$464K	Buy	8,245 +93	+1%	+$5.17K	0.05%	316
2021 Q3	$431K	Buy	+8,152	New	+$416K	0.05%	325

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

IFG Advisory's WASH Position: Q3 2024 in Review

IFG Advisory sold out of Washington Trust Bancorp (WASH) in Q3 2024, closing a stake of 7,694 shares — an estimated $211K sold.

IFG Advisory first reported a position in WASH in Q3 2021 and held it in 10 quarters. The position peaked at $464K in Q4 2021. 141 funds tracked by Wall St. Rank hold WASH as of Q3 2024.

IFG Advisory reported no remaining Washington Trust Bancorp position as of Q3 2024 after selling out during the quarter.
IFG Advisory sold 7,694 Washington Trust Bancorp shares in Q3 2024, an estimated $211K.
IFG Advisory first reported a position in Washington Trust Bancorp in Q3 2021 and held it in 10 quarters.
IFG Advisory's Washington Trust Bancorp position peaked at $464K in Q4 2021.
141 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2024.

Based on IFG Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.