Washington Trust Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5K	Sell	90 -1	-1%	-$233	﹤0.01%	434
2025 Q4	$26.4K	Hold	91	–	–	﹤0.01%	404
2025 Q3	$26.1K	Hold	91	–	–	﹤0.01%	416
2025 Q2	$40.7K	Hold	91	–	–	﹤0.01%	341
2025 Q1	$41.4K	Hold	91	–	–	﹤0.01%	340
2024 Q4	$43.7K	Hold	91	–	–	﹤0.01%	340
2024 Q3	$41.8K	Sell	91 -1	-1%	-$425	﹤0.01%	342
2024 Q2	$37.6K	Hold	92	–	–	﹤0.01%	344
2024 Q1	$41.8K	Hold	92	–	–	﹤0.01%	329
2023 Q4	$43.9K	Hold	92	–	–	﹤0.01%	326
2023 Q3	$40.2K	Hold	92	–	–	﹤0.01%	329
2023 Q2	$36.9K	Hold	92	–	–	﹤0.01%	325
2023 Q1	$38.2K	Hold	92	–	–	﹤0.01%	342
2022 Q4	$36.9K	Sell	92 -156	-63%	-$66.4K	﹤0.01%	342
2022 Q3	$99K	Sell	248 -1	-0.4%	-$423	0.01%	278
2022 Q2	$96K	Sell	249 -3	-1%	-$1.17K	0.01%	295
2022 Q1	$109K	Hold	252	–	–	0.01%	320
2021 Q4	$122K	Buy	+252	New	+$113K	0.01%	327

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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