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Sowell Financial Services’s Washington Trust Bancorp WASH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-122
Closed -$6K – 2711
2021
Q1 		$6K Buy
+122
New +$5.92K ﹤0.01% 2557
2020
Q1 		– Sell
-55
Closed -$3K – 2718
2019
Q4 		$3K Buy
55
+3
+6% +$154 ﹤0.01% 2112
2019
Q3 		$3K Buy
+52
New +$2.54K ﹤0.01% 1991

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's WASH Position: Q2 2021 in Review

Sowell Financial Services sold out of Washington Trust Bancorp (WASH) in Q2 2021, closing a stake of 122 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in WASH in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 142 funds tracked by Wall St. Rank hold WASH as of Q2 2021.

  • Sowell Financial Services reported no remaining Washington Trust Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 122 Washington Trust Bancorp shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Washington Trust Bancorp in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Washington Trust Bancorp position peaked at $6K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.