Washington Trust Advisors’s Barclays BCS Stock Holding History

Washington Trust Advisors’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-810	Closed	-$5K	–	793
2022 Q3	$5K	Hold	810	–	–	﹤0.01%	708
2022 Q2	$6K	Sell	810 -1,043	-56%	-$8.19K	﹤0.01%	705
2022 Q1	$15K	Hold	1,853	–	–	﹤0.01%	638
2021 Q4	$19K	Buy	+1,853	New	+$19.4K	﹤0.01%	635

Other funds holding BCS

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Washington Trust Advisors's BCS Position: Q4 2022 in Review

Washington Trust Advisors sold out of Barclays (BCS) in Q4 2022, closing a stake of 810 shares — an estimated $5K sold.

Washington Trust Advisors first reported a position in BCS in Q4 2021 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 303 funds tracked by Wall St. Rank hold BCS as of Q4 2022.

Washington Trust Advisors reported no remaining Barclays position as of Q4 2022 after selling out during the quarter.
Washington Trust Advisors sold 810 Barclays shares in Q4 2022, an estimated $5K.
Washington Trust Advisors first reported a position in Barclays in Q4 2021 and held it in 4 quarters.
Washington Trust Advisors's Barclays position peaked at $19K in Q4 2021.
303 funds tracked by Wall St. Rank held Barclays as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.