MCM
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Manchester Capital Management’s Washington Trust Bancorp WASH Stock Holding History

Manchester Capital Management’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
Q1 		– Sell
-18
Closed -$849 – 1117
2022
Q4 		$849 Sell
18
-5
-22% -$240 ﹤0.01% 838
2022
Q3 		$1K Buy
23
+13
+130% +$665 ﹤0.01% 849
2022
Q2 		$0 Sell
10
-45
-82% -$2.2K ﹤0.01% 1166
2022
Q1 		$3K Sell
55
-46
-46% -$2.57K ﹤0.01% 781
2021
Q4 		$6K Buy
101
+44
+77% +$2.45K ﹤0.01% 649
2021
Q3 		$3K Buy
+57
New +$2.91K ﹤0.01% 823

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Manchester Capital Management's WASH Position: Q1 2023 in Review

Manchester Capital Management sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 18 shares — an estimated $849 sold.

Manchester Capital Management first reported a position in WASH in Q3 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • Manchester Capital Management reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • Manchester Capital Management sold 18 Washington Trust Bancorp shares in Q1 2023, an estimated $849.
  • Manchester Capital Management first reported a position in Washington Trust Bancorp in Q3 2021 and held it in 6 quarters.
  • Manchester Capital Management's Washington Trust Bancorp position peaked at $6K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Manchester Capital Management's 13F filing for Q1 2023, filed 9 May 2023.