Lenox Wealth Advisors’s Washington Trust Bancorp WASH Stock Holding History

Lenox 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
2020 Q4	–	Sell	-105	Closed	-$3K	–	685
2020 Q3	$3K	Buy	+105	New	+$3.46K	﹤0.01%	493
2020 Q2	–	Sell	-30	Closed	-$1K	–	804
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	734
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	634
2019 Q3	$1K	Buy	+30	New	+$1.47K	﹤0.01%	600
2019 Q2	–	Sell	-61	Closed	-$3K	–	581
2019 Q1	$3K	Buy	+61	New	+$3.13K	﹤0.01%	488

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Lenox Wealth Advisors's WASH Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Washington Trust Bancorp (WASH) in Q4 2020, closing a stake of 105 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WASH in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q3 2020. 138 funds tracked by Wall St. Rank hold WASH as of Q4 2020.

Lenox Wealth Advisors reported no remaining Washington Trust Bancorp position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 105 Washington Trust Bancorp shares in Q4 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Washington Trust Bancorp in Q1 2019 and held it in 5 quarters.
Lenox Wealth Advisors's Washington Trust Bancorp position peaked at $3K in Q3 2020.
138 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.