Retirement Planning Company of New England’s Washington Trust Bancorp WASH Stock Holding History

Retirement Planning Company of New England’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	-13,514	Closed	-$438K	–	237
2023 Q4	$438K	Buy	13,514 +4,382	+48%	+$119K	0.2%	125
2023 Q3	$240K	Buy	+9,132	New	+$261K	0.13%	164
2022 Q1	–	Sell	-300	Closed	-$16K	–	879
2021 Q4	$16K	Buy	+300	New	+$16.7K	0.01%	573

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 $481B AUM 30.42% 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 $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Retirement Planning Company of New England's WASH Position: Q1 2024 in Review

Retirement Planning Company of New England sold out of Washington Trust Bancorp (WASH) in Q1 2024, closing a stake of 13,514 shares — an estimated $438K sold.

Retirement Planning Company of New England first reported a position in WASH in Q4 2021 and held it in 3 quarters. The position peaked at $438K in Q4 2023. 118 funds tracked by Wall St. Rank hold WASH as of Q1 2024.

Retirement Planning Company of New England reported no remaining Washington Trust Bancorp position as of Q1 2024 after selling out during the quarter.
Retirement Planning Company of New England sold 13,514 Washington Trust Bancorp shares in Q1 2024, an estimated $438K.
Retirement Planning Company of New England first reported a position in Washington Trust Bancorp in Q4 2021 and held it in 3 quarters.
Retirement Planning Company of New England's Washington Trust Bancorp position peaked at $438K in Q4 2023.
118 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2024.

Based on Retirement Planning Company of New England's 13F filing for Q1 2024, filed 6 May 2024.