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Newbridge Financial Services Group’s Washington Trust Bancorp WASH Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-628
Closed -$32K – 1625
2021
Q2 		$32K Sell
628
-7
-1% -$369 0.02% 609
2021
Q1 		$33K Buy
+635
New +$30.8K 0.02% 537

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Newbridge Financial Services Group's WASH Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Washington Trust Bancorp (WASH) in Q3 2021, closing a stake of 628 shares — an estimated $32K sold.

Newbridge Financial Services Group first reported a position in WASH in Q1 2021 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 136 funds tracked by Wall St. Rank hold WASH as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Washington Trust Bancorp position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 628 Washington Trust Bancorp shares in Q3 2021, an estimated $32K.
  • Newbridge Financial Services Group first reported a position in Washington Trust Bancorp in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Washington Trust Bancorp position peaked at $33K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.