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Susquehanna Fundamental Investments’s Washington Trust Bancorp WASH Stock Holding History

Susquehanna Fundamental Investments’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
Q3 		– Sell
-8,141
Closed -$418K – 1919
2021
Q2 		$418K Sell
8,141
-10,059
-55% -$530K 0.01% 1232
2021
Q1 		$940K Hold
18,200
– – 0.02% 911
2020
Q4 		$815K Sell
18,200
-800
-4% -$30.9K 0.01% 930
2020
Q3 		$583K Buy
19,000
+6,500
+52% +$214K 0.02% 830
2020
Q2 		$409K Buy
+12,500
New +$409K 0.02% 670

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Susquehanna Fundamental Investments's WASH Position: Q3 2021 in Review

Susquehanna Fundamental Investments sold out of Washington Trust Bancorp (WASH) in Q3 2021, closing a stake of 8,141 shares — an estimated $418K sold.

Susquehanna Fundamental Investments first reported a position in WASH in Q2 2020 and held it in 5 quarters. The position peaked at $940K in Q1 2021. 136 funds tracked by Wall St. Rank hold WASH as of Q3 2021.

  • Susquehanna Fundamental Investments reported no remaining Washington Trust Bancorp position as of Q3 2021 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 8,141 Washington Trust Bancorp shares in Q3 2021, an estimated $418K.
  • Susquehanna Fundamental Investments first reported a position in Washington Trust Bancorp in Q2 2020 and held it in 5 quarters.
  • Susquehanna Fundamental Investments's Washington Trust Bancorp position peaked at $940K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q3 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2021, filed 15 Nov 2021.