TD Private Client Wealth’s Washington Trust Bancorp WASH Stock Holding History

TD Private Client Wealth’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	-13	Closed	-$604	–	1266
2022 Q3	$604	Hold	13	–	–	﹤0.01%	1179
2022 Q2	$629	Hold	13	–	–	﹤0.01%	1193
2022 Q1	$683	Hold	13	–	–	﹤0.01%	1227
2021 Q4	$733	Hold	13	–	–	﹤0.01%	1091
2021 Q3	$689	Hold	13	–	–	﹤0.01%	1140
2021 Q2	$668	Buy	+13	New	+$685	﹤0.01%	1152

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

TD Private Client Wealth's WASH Position: Q4 2022 in Review

TD Private Client Wealth sold out of Washington Trust Bancorp (WASH) in Q4 2022, closing a stake of 13 shares — an estimated $604 sold.

TD Private Client Wealth first reported a position in WASH in Q2 2021 and held it in 6 quarters. The position peaked at $733 in Q4 2021. 144 funds tracked by Wall St. Rank hold WASH as of Q4 2022.

TD Private Client Wealth reported no remaining Washington Trust Bancorp position as of Q4 2022 after selling out during the quarter.
TD Private Client Wealth sold 13 Washington Trust Bancorp shares in Q4 2022, an estimated $604.
TD Private Client Wealth first reported a position in Washington Trust Bancorp in Q2 2021 and held it in 6 quarters.
TD Private Client Wealth's Washington Trust Bancorp position peaked at $733 in Q4 2021.
144 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2022.

Based on TD Private Client Wealth's 13F filing for Q4 2022, filed 16 Aug 2024.