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

VELA 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
2023
Q1 		– Sell
-33,096
Closed -$1.56M – 143
2022
Q4 		$1.56M Buy
33,096
+2,226
+7% +$107K 0.77% 39
2022
Q3 		$1.44M Buy
30,870
+2,182
+8% +$112K 0.81% 39
2022
Q2 		$1.39M Buy
28,688
+9,789
+52% +$478K 0.79% 38
2022
Q1 		$992K Sell
18,899
-13,365
-41% -$747K 0.62% 54
2021
Q4 		$1.82M Buy
+32,264
New +$1.79M 1.22% 25

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

VELA Investment Management's WASH Position: Q1 2023 in Review

VELA Investment Management sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 33,096 shares — an estimated $1.56M sold.

VELA Investment Management first reported a position in WASH in Q4 2021 and held it in 5 quarters. The position peaked at $1.82M in Q4 2021. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • VELA Investment Management reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • VELA Investment Management sold 33,096 Washington Trust Bancorp shares in Q1 2023, an estimated $1.56M.
  • VELA Investment Management first reported a position in Washington Trust Bancorp in Q4 2021 and held it in 5 quarters.
  • VELA Investment Management's Washington Trust Bancorp position peaked at $1.82M in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on VELA Investment Management's 13F filing for Q1 2023, filed 8 May 2023.