Tompkins Financial’s Washington Trust Bancorp WASH Stock Holding History

Tompkins Financial’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 Q1	–	Sell	-11	Closed	–	–	542
2020 Q4	$0	Buy	+11	New	+$424	﹤0.01%	567

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Tompkins Financial's WASH Position: Q1 2021 in Review

Tompkins Financial sold out of Washington Trust Bancorp (WASH) in Q1 2021, closing a stake of 11 shares.

Tompkins Financial first reported a position in WASH in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 137 funds tracked by Wall St. Rank hold WASH as of Q1 2021.

Tompkins Financial reported no remaining Washington Trust Bancorp position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 11 Washington Trust Bancorp shares in Q1 2021.
Tompkins Financial first reported a position in Washington Trust Bancorp in Q4 2020 and held it in 1 quarter.
Tompkins Financial's Washington Trust Bancorp position peaked at $0 in Q4 2020.
137 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.