WC
WASH icon

Walthausen & Co’s Washington Trust Bancorp WASH Stock Holding History

Walthausen & Co’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
Q3 		$1.36M Sell
29,351
-17,144
-37% -$876K 1.14% 40
2022
Q2 		$2.25M Sell
46,495
-7,160
-13% -$349K 1.01% 15
2022
Q1 		$2.82M Sell
53,655
-4,964
-8% -$277K 0.79% 41
2021
Q4 		$3.3M Sell
58,619
-11,225
-16% -$624K 0.87% 23
2021
Q3 		$3.7M Sell
69,844
-8,436
-11% -$431K 0.94% 16
2021
Q2 		$4.02M Buy
78,280
+16,530
+27% +$871K 0.89% 31
2021
Q1 		$3.19M Buy
61,750
+2,200
+4% +$107K 0.67% 67
2020
Q4 		$2.67M Buy
59,550
+22,850
+62% +$882K 0.73% 54
2020
Q3 		$1.13M Buy
+36,700
New +$1.21M 0.23% 122

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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