Washington Trust Advisors’s Flex FLEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-513	Closed	-$29.7K	–	619
2025 Q3	$29.7K	Hold	513	–	–	﹤0.01%	404
2025 Q2	$25.6K	Sell	513 -268	-34%	-$10.4K	﹤0.01%	380
2025 Q1	$25.8K	Sell	781 -67	-8%	-$2.63K	﹤0.01%	376
2024 Q4	$32.6K	Sell	848 -67	-7%	-$2.48K	﹤0.01%	359
2024 Q3	$30.6K	Buy	915 +4	+0.4%	+$123	﹤0.01%	376
2024 Q2	$26.9K	Sell	911 -26	-3%	-$778	﹤0.01%	376
2024 Q1	$26.8K	Sell	937 -204	-18%	-$5.35K	﹤0.01%	374
2023 Q4	$26.2K	Hold	1,141	–	–	﹤0.01%	370
2023 Q3	$23.2K	Hold	1,141	–	–	﹤0.01%	375
2023 Q2	$23.8K	Buy	1,141 +24	+2%	+$428	﹤0.01%	369
2023 Q1	$19.4K	Sell	1,117 -106	-9%	-$1.83K	﹤0.01%	421
2022 Q4	$19.8K	Buy	1,223 +53	+5%	+$795	﹤0.01%	423
2022 Q3	$15K	Hold	1,170	–	–	﹤0.01%	547
2022 Q2	$13K	Hold	1,170	–	–	﹤0.01%	590
2022 Q1	$16K	Hold	1,170	–	–	﹤0.01%	631
2021 Q4	$16K	Buy	+1,170	New	+$15.8K	﹤0.01%	659

Other funds holding FLEX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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