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Washington Trust Advisors’s Carpenter Technology CRS Stock Holding History

Washington Trust Advisors’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25
Closed -$2.74K – 671
2024
Q2 		$2.74K Hold
25
– – ﹤0.01% 616
2024
Q1 		$1.79K Hold
25
– – ﹤0.01% 641
2023
Q4 		$1.77K Buy
+25
New +$1.68K ﹤0.01% 644

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Washington Trust Advisors's CRS Position: Q3 2024 in Review

Washington Trust Advisors sold out of Carpenter Technology (CRS) in Q3 2024, closing a stake of 25 shares — an estimated $2.74K sold.

Washington Trust Advisors first reported a position in CRS in Q4 2023 and held it in 3 quarters. The position peaked at $2.74K in Q2 2024. 408 funds tracked by Wall St. Rank hold CRS as of Q3 2024.

  • Washington Trust Advisors reported no remaining Carpenter Technology position as of Q3 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 25 Carpenter Technology shares in Q3 2024, an estimated $2.74K.
  • Washington Trust Advisors first reported a position in Carpenter Technology in Q4 2023 and held it in 3 quarters.
  • Washington Trust Advisors's Carpenter Technology position peaked at $2.74K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Carpenter Technology as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.