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Washington Trust Advisors’s Portland General Electric POR Stock Holding History

Washington Trust Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$719 – 682
2024
Q3 		$719 Buy
+15
New +$702 ﹤0.01% 655

Other funds holding POR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Washington Trust Advisors's POR Position: Q4 2024 in Review

Washington Trust Advisors sold out of Portland General Electric (POR) in Q4 2024, closing a stake of 15 shares — an estimated $719 sold.

Washington Trust Advisors first reported a position in POR in Q3 2024 and held it in 1 quarter. The position peaked at $719 in Q3 2024. 449 funds tracked by Wall St. Rank hold POR as of Q4 2024.

  • Washington Trust Advisors reported no remaining Portland General Electric position as of Q4 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 15 Portland General Electric shares in Q4 2024, an estimated $719.
  • Washington Trust Advisors first reported a position in Portland General Electric in Q3 2024 and held it in 1 quarter.
  • Washington Trust Advisors's Portland General Electric position peaked at $719 in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2024.

Based on Washington Trust Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.