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Washington Trust Advisors’s Definitive Healthcare DH Stock Holding History

Washington Trust Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-161
Closed -$1.77K – 782
2022
Q4 		$1.77K Buy
161
+66
+69% +$848 ﹤0.01% 732
2022
Q3 		$1K Buy
95
+16
+20% +$352 ﹤0.01% 878
2022
Q2 		$2K Sell
79
-40
-34% -$856 ﹤0.01% 870
2022
Q1 		$3K Buy
119
+30
+34% +$677 ﹤0.01% 891
2021
Q4 		$2K Buy
+89
New +$3.11K ﹤0.01% 955

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Washington Trust Advisors's DH Position: Q1 2023 in Review

Washington Trust Advisors sold out of Definitive Healthcare (DH) in Q1 2023, closing a stake of 161 shares — an estimated $1.77K sold.

Washington Trust Advisors first reported a position in DH in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 144 funds tracked by Wall St. Rank hold DH as of Q1 2023.

  • Washington Trust Advisors reported no remaining Definitive Healthcare position as of Q1 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 161 Definitive Healthcare shares in Q1 2023, an estimated $1.77K.
  • Washington Trust Advisors first reported a position in Definitive Healthcare in Q4 2021 and held it in 5 quarters.
  • Washington Trust Advisors's Definitive Healthcare position peaked at $3K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2023.

Based on Washington Trust Advisors's 13F filing for Q1 2023, filed 4 May 2023.