ICP
WASH icon

Interchange Capital Partners’s Washington Trust Bancorp WASH Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-351
Closed -$15K – 1098
2020
Q4 		$15K Buy
+351
New +$13.5K 0.01% 715

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Interchange Capital Partners's WASH Position: Q1 2021 in Review

Interchange Capital Partners sold out of Washington Trust Bancorp (WASH) in Q1 2021, closing a stake of 351 shares — an estimated $15K sold.

Interchange Capital Partners first reported a position in WASH in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 137 funds tracked by Wall St. Rank hold WASH as of Q1 2021.

  • Interchange Capital Partners reported no remaining Washington Trust Bancorp position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 351 Washington Trust Bancorp shares in Q1 2021, an estimated $15K.
  • Interchange Capital Partners first reported a position in Washington Trust Bancorp in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Washington Trust Bancorp position peaked at $15K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.