Washington Trust Advisors’s Citizens Financial Group CFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-130	Closed	-$3.95K	–	684
2023 Q1	$3.95K	Hold	130	–	–	﹤0.01%	647
2022 Q4	$5.12K	Hold	130	–	–	﹤0.01%	600
2022 Q3	$4K	Buy	130 +6	+5%	+$222	﹤0.01%	745
2022 Q2	$4K	Sell	124 -81	-40%	-$3.2K	﹤0.01%	776
2022 Q1	$10K	Hold	205	–	–	﹤0.01%	703
2021 Q4	$10K	Buy	+205	New	+$9.87K	﹤0.01%	727

Other funds holding CFG

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Washington Trust Advisors's CFG Position: Q2 2023 in Review

Washington Trust Advisors sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 130 shares — an estimated $3.95K sold.

Washington Trust Advisors first reported a position in CFG in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

Washington Trust Advisors reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 130 Citizens Financial Group shares in Q2 2023, an estimated $3.95K.
Washington Trust Advisors first reported a position in Citizens Financial Group in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's Citizens Financial Group position peaked at $10K in Q1 2022.
689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.