WTA
EBTC

Washington Trust Advisors’s Enterprise Bancorp EBTC Stock Holding History

Washington Trust Advisors’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,450
Closed -$138K – 952
2022
Q1 		$138K Hold
3,450
– – 0.01% 294
2021
Q4 		$155K Buy
+3,450
New +$137K 0.01% 287

Other funds holding EBTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return

Washington Trust Advisors's EBTC Position: Q2 2022 in Review

Washington Trust Advisors sold out of Enterprise Bancorp (EBTC) in Q2 2022, closing a stake of 3,450 shares — an estimated $138K sold.

Washington Trust Advisors first reported a position in EBTC in Q4 2021 and held it in 2 quarters. The position peaked at $155K in Q4 2021. 63 funds tracked by Wall St. Rank hold EBTC as of Q2 2022.

  • Washington Trust Advisors reported no remaining Enterprise Bancorp position as of Q2 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 3,450 Enterprise Bancorp shares in Q2 2022, an estimated $138K.
  • Washington Trust Advisors first reported a position in Enterprise Bancorp in Q4 2021 and held it in 2 quarters.
  • Washington Trust Advisors's Enterprise Bancorp position peaked at $155K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q2 2022.

Based on Washington Trust Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.