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NewEdge Advisors’s Washington Trust Bancorp WASH Stock Holding History

NewEdge 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
Q1 		– Sell
-24
Closed -$1.13K – 4165
2022
Q4 		$1.13K Buy
+24
New +$1.15K ﹤0.01% 3001

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

NewEdge Advisors's WASH Position: Q1 2023 in Review

NewEdge Advisors sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 24 shares — an estimated $1.13K sold.

NewEdge Advisors first reported a position in WASH in Q4 2022 and held it in 1 quarter. The position peaked at $1.13K in Q4 2022. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • NewEdge Advisors reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 24 Washington Trust Bancorp shares in Q1 2023, an estimated $1.13K.
  • NewEdge Advisors first reported a position in Washington Trust Bancorp in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Washington Trust Bancorp position peaked at $1.13K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.