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Steve Schonfeld’s Washington Trust Bancorp WASH Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-4,300
Closed -$203K – 2696
2022
Q4 		$203K Buy
+4,300
New +$207K ﹤0.01% 1985

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $794M AUM 25.46% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Steve Schonfeld's WASH Position: Q1 2023 in Review

Steve Schonfeld sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 4,300 shares — an estimated $203K sold.

Steve Schonfeld first reported a position in WASH in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 140 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • Steve Schonfeld reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • Steve Schonfeld sold 4,300 Washington Trust Bancorp shares in Q1 2023, an estimated $203K.
  • Steve Schonfeld first reported a position in Washington Trust Bancorp in Q4 2022 and held it in 1 quarter.
  • Steve Schonfeld's Washington Trust Bancorp position peaked at $203K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2023, filed 15 May 2023.