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Stratos Investment Management’s Washington Trust Bancorp WASH Stock Holding History

Stratos Investment 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
Q4 		– Sell
-4,542
Closed -$211K – 165
2022
Q3 		$211K Buy
+4,542
New +$232K 0.04% 149

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stratos Investment Management's WASH Position: Q4 2022 in Review

Stratos Investment Management sold out of Washington Trust Bancorp (WASH) in Q4 2022, closing a stake of 4,542 shares — an estimated $211K sold.

Stratos Investment Management first reported a position in WASH in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 144 funds tracked by Wall St. Rank hold WASH as of Q4 2022.

  • Stratos Investment Management reported no remaining Washington Trust Bancorp position as of Q4 2022 after selling out during the quarter.
  • Stratos Investment Management sold 4,542 Washington Trust Bancorp shares in Q4 2022, an estimated $211K.
  • Stratos Investment Management first reported a position in Washington Trust Bancorp in Q3 2022 and held it in 1 quarter.
  • Stratos Investment Management's Washington Trust Bancorp position peaked at $211K in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2022.

Based on Stratos Investment Management's 13F filing for Q4 2022, filed 19 Jan 2023.