Washington Trust Advisors’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$104K	Hold	971	–	–	0.01%	286
2025 Q4	$102K	Hold	971	–	–	0.01%	283
2025 Q3	$97.5K	Buy	971 +321	+49%	+$30.3K	0.01%	286
2025 Q2	$59.6K	Hold	650	–	–	﹤0.01%	307
2025 Q1	$59.7K	Sell	650 -150	-19%	-$12.8K	0.01%	305
2024 Q4	$67.8K	Hold	800	–	–	0.01%	296
2024 Q3	$63.2K	Hold	800	–	–	0.01%	298
2024 Q2	$59.8K	Hold	800	–	–	0.01%	298
2024 Q1	$62.6K	Hold	800	–	–	0.01%	288
2023 Q4	$55.7K	Hold	800	–	–	0.01%	293
2023 Q3	$50.6K	Buy	+800	New	+$49.9K	0.01%	301
2023 Q2	–	Sell	-122	Closed	-$7.08K	–	724
2023 Q1	$7.08K	Buy	122 +7	+6%	+$415	﹤0.01%	552
2022 Q4	$6.71K	Hold	115	–	–	﹤0.01%	555
2022 Q3	$6K	Buy	115 +4	+4%	+$224	﹤0.01%	681
2022 Q2	$7K	Sell	111 -8	-7%	-$503	﹤0.01%	688
2022 Q1	$8K	Sell	119 -3	-2%	-$184	﹤0.01%	739
2021 Q4	$7K	Buy	+122	New	+$6.92K	﹤0.01%	790

Other funds holding L

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return