Pension & Wealth Management Advisors’s Washington Trust Bancorp WASH Stock Holding History

Pension & Wealth Management 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
2024 Q1	–	Sell	-4,516	Closed	-$146K	–	379
2023 Q4	$146K	Buy	4,516 +915	+25%	+$24.9K	0.09%	118
2023 Q3	$94.8K	Sell	3,601 -1,454	-29%	-$41.5K	0.07%	132
2023 Q2	$136K	Buy	5,055 +1,272	+34%	+$35.6K	0.1%	110
2023 Q1	$131K	Buy	+3,783	New	+$160K	0.1%	104

Other funds holding WASH

BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Pension & Wealth Management Advisors's WASH Position: Q1 2024 in Review

Pension & Wealth Management Advisors sold out of Washington Trust Bancorp (WASH) in Q1 2024, closing a stake of 4,516 shares — an estimated $146K sold.

Pension & Wealth Management Advisors first reported a position in WASH in Q1 2023 and held it in 4 quarters. The position peaked at $146K in Q4 2023. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2024.

Pension & Wealth Management Advisors reported no remaining Washington Trust Bancorp position as of Q1 2024 after selling out during the quarter.
Pension & Wealth Management Advisors sold 4,516 Washington Trust Bancorp shares in Q1 2024, an estimated $146K.
Pension & Wealth Management Advisors first reported a position in Washington Trust Bancorp in Q1 2023 and held it in 4 quarters.
Pension & Wealth Management Advisors's Washington Trust Bancorp position peaked at $146K in Q4 2023.
118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2024, filed 7 Aug 2026.