Northwestern Mutual Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Northwestern Mutual Wealth 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	-19	Closed	-$896	–	3606
2022 Q4	$896	Buy	+19	New	+$914	﹤0.01%	3059
2019 Q2	–	Sell	-31	Closed	-$1K	–	2724
2019 Q1	$1K	Buy	+31	New	+$1.59K	﹤0.01%	2464
2018 Q1	–	Sell	-19	Closed	-$1K	–	2441
2017 Q4	$1K	Sell	19 -15	-44%	-$832	﹤0.01%	2253
2017 Q3	$2K	Buy	+34	New	+$1.77K	﹤0.01%	2014
2015 Q1	–	Sell	-37	Closed	-$1K	–	1844
2014 Q4	$1K	Buy	+37	New	+$1.36K	﹤0.01%	1651

Other funds holding WASH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

RMC

Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management's WASH Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 19 shares — an estimated $896 sold.

Northwestern Mutual Wealth Management first reported a position in WASH in Q4 2014 and held it in 5 quarters. The position peaked at $2K in Q3 2017. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

Northwestern Mutual Wealth Management reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 19 Washington Trust Bancorp shares in Q1 2023, an estimated $896.
Northwestern Mutual Wealth Management first reported a position in Washington Trust Bancorp in Q4 2014 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Washington Trust Bancorp position peaked at $2K in Q3 2017.
139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.