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Ogorek Anthony Joseph’s Washington Trust Bancorp WASH Stock Holding History

Ogorek Anthony Joseph’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
Q1 		– Sell
-1,000
Closed -$44K – 210
2020
Q4 		$44K Buy
+1,000
New +$38.6K 0.02% 56

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
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ogorek Anthony Joseph's WASH Position: Q1 2021 in Review

Ogorek Anthony Joseph sold out of Washington Trust Bancorp (WASH) in Q1 2021, closing a stake of 1,000 shares — an estimated $44K sold.

Ogorek Anthony Joseph first reported a position in WASH in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 137 funds tracked by Wall St. Rank hold WASH as of Q1 2021.

  • Ogorek Anthony Joseph reported no remaining Washington Trust Bancorp position as of Q1 2021 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 1,000 Washington Trust Bancorp shares in Q1 2021, an estimated $44K.
  • Ogorek Anthony Joseph first reported a position in Washington Trust Bancorp in Q4 2020 and held it in 1 quarter.
  • Ogorek Anthony Joseph's Washington Trust Bancorp position peaked at $44K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2021.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2021, filed 26 Apr 2021.