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Pathstone Family Office’s Washington Trust Bancorp WASH Stock Holding History

Pathstone Family Office’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
2022
Q2 		– Sell
-4,094
Closed -$217K – 1154
2022
Q1 		$217K Sell
4,094
-2
-0% -$112 0.01% 871
2021
Q4 		$233K Hold
4,096
– – 0.01% 793
2021
Q3 		$219K Buy
+4,096
New +$209K 0.01% 785

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Pathstone Family Office's WASH Position: Q2 2022 in Review

Pathstone Family Office sold out of Washington Trust Bancorp (WASH) in Q2 2022, closing a stake of 4,094 shares — an estimated $217K sold.

Pathstone Family Office first reported a position in WASH in Q3 2021 and held it in 3 quarters. The position peaked at $233K in Q4 2021. 138 funds tracked by Wall St. Rank hold WASH as of Q2 2022.

  • Pathstone Family Office reported no remaining Washington Trust Bancorp position as of Q2 2022 after selling out during the quarter.
  • Pathstone Family Office sold 4,094 Washington Trust Bancorp shares in Q2 2022, an estimated $217K.
  • Pathstone Family Office first reported a position in Washington Trust Bancorp in Q3 2021 and held it in 3 quarters.
  • Pathstone Family Office's Washington Trust Bancorp position peaked at $233K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2022.

Based on Pathstone Family Office's 13F filing for Q2 2022, filed 15 Aug 2022.