JP Morgan Private Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q2	–	Sell	-12,093	Closed	-$419K	–	1914
2023 Q1	$419K	Buy	12,093 +188	+2%	+$7.93K	﹤0.01%	1544
2022 Q4	$562K	Sell	11,905 -183	-2%	-$8.8K	﹤0.01%	1425
2022 Q3	$562K	Buy	12,088 +591	+5%	+$30.2K	﹤0.01%	1410
2022 Q2	$556K	Buy	11,497 +744	+7%	+$36.3K	﹤0.01%	1413
2022 Q1	$565K	Buy	10,753 +4,003	+59%	+$224K	﹤0.01%	1484
2021 Q4	$381K	Buy	6,750 +1,223	+22%	+$68K	﹤0.01%	1651
2021 Q3	$293K	Buy	5,527 +718	+15%	+$36.7K	﹤0.01%	1703
2021 Q2	$247K	Buy	+4,809	New	+$253K	﹤0.01%	1751

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WASH Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Washington Trust Bancorp (WASH) in Q2 2023, closing a stake of 12,093 shares — an estimated $419K sold.

JP Morgan Private Wealth Advisors first reported a position in WASH in Q2 2021 and held it in 8 quarters. The position peaked at $565K in Q1 2022. 131 funds tracked by Wall St. Rank hold WASH as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Washington Trust Bancorp position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,093 Washington Trust Bancorp shares in Q2 2023, an estimated $419K.
JP Morgan Private Wealth Advisors first reported a position in Washington Trust Bancorp in Q2 2021 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Washington Trust Bancorp position peaked at $565K in Q1 2022.
131 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.