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Spire Wealth Management’s Washington Trust Bancorp WASH Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-119
Closed -$6K – 2625
2022
Q2 		$6K Hold
119
– – ﹤0.01% 2096
2022
Q1 		$6K Hold
119
– – ﹤0.01% 2209
2021
Q4 		$7K Hold
119
– – ﹤0.01% 2501
2021
Q3 		$6K Hold
119
– – ﹤0.01% 2257
2021
Q2 		$6K Hold
119
– – ﹤0.01% 2290
2021
Q1 		$6K Buy
+119
New +$5.77K ﹤0.01% 2597

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Spire Wealth Management's WASH Position: Q3 2022 in Review

Spire Wealth Management sold out of Washington Trust Bancorp (WASH) in Q3 2022, closing a stake of 119 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in WASH in Q1 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 149 funds tracked by Wall St. Rank hold WASH as of Q3 2022.

  • Spire Wealth Management reported no remaining Washington Trust Bancorp position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 119 Washington Trust Bancorp shares in Q3 2022, an estimated $6K.
  • Spire Wealth Management first reported a position in Washington Trust Bancorp in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Washington Trust Bancorp position peaked at $7K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.