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Money Concepts Capital’s Washington Trust Bancorp WASH Stock Holding History

Money Concepts Capital’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
-718
Closed -$33.9K – 2877
2022
Q4 		$33.9K Hold
718
– – ﹤0.01% 1405
2022
Q3 		$33K Hold
718
– – ﹤0.01% 805
2022
Q2 		$35K Hold
718
– – ﹤0.01% 768
2022
Q1 		$38K Buy
+718
New +$40.1K ﹤0.01% 1342

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

Money Concepts Capital's WASH Position: Q1 2023 in Review

Money Concepts Capital sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 718 shares — an estimated $33.9K sold.

Money Concepts Capital first reported a position in WASH in Q1 2022 and held it in 4 quarters. The position peaked at $38K in Q1 2022. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • Money Concepts Capital reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 718 Washington Trust Bancorp shares in Q1 2023, an estimated $33.9K.
  • Money Concepts Capital first reported a position in Washington Trust Bancorp in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Washington Trust Bancorp position peaked at $38K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.