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Washington Trust Advisors’s monday.com MNDY Stock Holding History

Washington Trust Advisors’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26
Closed -$5.04K – 653
2025
Q3 		$5.04K Sell
26
-7
-21% -$1.61K ﹤0.01% 617
2025
Q2 		$10.4K Hold
33
– – ﹤0.01% 470
2025
Q1 		$8.02K Sell
33
-20
-38% -$5.29K ﹤0.01% 497
2024
Q4 		$12.5K Hold
53
– – ﹤0.01% 449
2024
Q3 		$14.7K Hold
53
– – ﹤0.01% 434
2024
Q2 		$12.8K Hold
53
– – ﹤0.01% 439
2024
Q1 		$12K Sell
53
-3
-5% -$637 ﹤0.01% 455
2023
Q4 		$10.5K Hold
56
– – ﹤0.01% 465
2023
Q3 		$8.92K Hold
56
– – ﹤0.01% 479
2023
Q2 		$9.59K Hold
56
– – ﹤0.01% 466
2023
Q1 		$7.99K Hold
56
– – ﹤0.01% 534
2022
Q4 		$6.83K Hold
56
– – ﹤0.01% 551
2022
Q3 		$6K Hold
56
– – ﹤0.01% 684
2022
Q2 		$6K Buy
56
+33
+143% +$4.01K ﹤0.01% 718
2022
Q1 		$4K Buy
+23
New +$4.32K ﹤0.01% 858

Other funds holding MNDY

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SL
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RGC
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return