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Raymond James Financial Services Advisors’s Washington Trust Bancorp WASH Stock Holding History

Raymond James Financial Services 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
Q3 		$1.26M Buy
39,054
+3,199
+9% +$97.8K ﹤0.01% 2009
2024
Q2 		$983K Buy
+35,855
New +$931K ﹤0.01% 2095
2020
Q1 		– Sell
-4,485
Closed -$241K – 2870
2019
Q4 		$241K Sell
4,485
-360
-7% -$18.5K ﹤0.01% 2457
2019
Q3 		$234K Sell
4,845
-23
-0.5% -$1.12K ﹤0.01% 2387
2019
Q2 		$254K Sell
4,868
-134
-3% -$6.81K ﹤0.01% 2373
2019
Q1 		$241K Buy
5,002
+6
+0.1% +$308 ﹤0.01% 2389
2018
Q4 		$237K Buy
4,996
+36
+0.7% +$1.85K ﹤0.01% 2148
2018
Q3 		$274K Buy
4,960
+39
+0.8% +$2.29K ﹤0.01% 2339
2018
Q2 		$286K Sell
4,921
-252
-5% -$14.7K ﹤0.01% 2272
2018
Q1 		$278K Hold
5,173
– – ﹤0.01% 2077
2017
Q4 		$275K Sell
5,173
-209
-4% -$11.6K ﹤0.01% 2070
2017
Q3 		$308K Sell
5,382
-61
-1% -$3.17K ﹤0.01% 2009
2017
Q2 		$281K Sell
5,443
-384
-7% -$19.1K ﹤0.01% 2021
2017
Q1 		$287K Hold
5,827
– – ﹤0.01% 1926
2016
Q4 		$327K Buy
5,827
+154
+3% +$7.55K ﹤0.01% 1764
2016
Q3 		$228K Sell
5,673
-58
-1% -$2.33K ﹤0.01% 1962
2016
Q2 		$217K Buy
5,731
+18
+0.3% +$671 ﹤0.01% 1925
2016
Q1 		$213K Buy
+5,713
New +$213K ﹤0.01% 1728

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.22B AUM 29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James Financial Services Advisors's WASH Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Washington Trust Bancorp (WASH) stake by 8.9% in Q3 2024, buying an estimated $97.8K and bringing the position to 39,054 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

Raymond James Financial Services Advisors first reported a position in WASH in Q1 2016 and has held it in 18 quarters since. 141 funds tracked by Wall St. Rank hold WASH as of Q3 2024.

  • Raymond James Financial Services Advisors held 39,054 shares of Washington Trust Bancorp worth $1.26M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 3,199 Washington Trust Bancorp shares in Q3 2024, an estimated $97.8K.
  • Washington Trust Bancorp made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2009 holding.
  • Raymond James Financial Services Advisors first reported a position in Washington Trust Bancorp in Q1 2016 and has held it in 18 quarters since.
  • 141 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.