RCYC
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Richard C. Young & Co’s Washington Trust Bancorp WASH Stock Holding History

Richard C. Young & Co’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
2023
Q2 		– Sell
-114,526
Closed -$3.97M – 73
2023
Q1 		$3.97M Buy
114,526
+4,139
+4% +$175K 0.55% 58
2022
Q4 		$5.21M Buy
110,387
+2,190
+2% +$105K 0.69% 57
2022
Q3 		$5.03M Buy
108,197
+2,173
+2% +$111K 0.77% 54
2022
Q2 		$5.13M Buy
106,024
+4,530
+4% +$221K 0.66% 57
2022
Q1 		$5.33M Buy
101,494
+3,205
+3% +$179K 0.68% 57
2021
Q4 		$5.54M Buy
98,289
+1,093
+1% +$60.8K 0.7% 56
2021
Q3 		$5.15M Sell
97,196
-1,066
-1% -$54.4K 0.71% 55
2021
Q2 		$5.05M Buy
98,262
+6,376
+7% +$336K 0.64% 59
2021
Q1 		$4.74M Buy
+91,886
New +$4.46M 0.63% 60

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Richard C. Young & Co's WASH Position: Q2 2023 in Review

Richard C. Young & Co sold out of Washington Trust Bancorp (WASH) in Q2 2023, closing a stake of 114,526 shares — an estimated $3.97M sold.

Richard C. Young & Co first reported a position in WASH in Q1 2021 and held it in 9 quarters. The position peaked at $5.54M in Q4 2021. 130 funds tracked by Wall St. Rank hold WASH as of Q2 2023.

  • Richard C. Young & Co reported no remaining Washington Trust Bancorp position as of Q2 2023 after selling out during the quarter.
  • Richard C. Young & Co sold 114,526 Washington Trust Bancorp shares in Q2 2023, an estimated $3.97M.
  • Richard C. Young & Co first reported a position in Washington Trust Bancorp in Q1 2021 and held it in 9 quarters.
  • Richard C. Young & Co's Washington Trust Bancorp position peaked at $5.54M in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2023.

Based on Richard C. Young & Co's 13F filing for Q2 2023, filed 8 Aug 2023.