Washington Trust Advisors’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-356	Closed	-$26.9K	–	761
2023 Q1	$26.9K	Sell	356 -30	-8%	-$2.53K	﹤0.01%	380
2022 Q4	$29.9K	Sell	386 -884	-70%	-$65.1K	﹤0.01%	367
2022 Q3	$77K	Buy	1,270 +1	+0.1%	+$68	0.01%	320
2022 Q2	$78K	Sell	1,269 -14,678	-92%	-$1.04M	0.01%	333
2022 Q1	$1.39M	Buy	15,947 +13,884	+673%	+$1.29M	0.1%	101
2021 Q4	$192K	Buy	+2,063	New	+$194K	0.01%	259

Other funds holding STT

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Washington Trust Advisors's STT Position: Q2 2023 in Review

Washington Trust Advisors sold out of State Street (STT) in Q2 2023, closing a stake of 356 shares — an estimated $26.9K sold.

Washington Trust Advisors first reported a position in STT in Q4 2021 and held it in 6 quarters. The position peaked at $1.39M in Q1 2022. 841 funds tracked by Wall St. Rank hold STT as of Q2 2023.

Washington Trust Advisors reported no remaining State Street position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 356 State Street shares in Q2 2023, an estimated $26.9K.
Washington Trust Advisors first reported a position in State Street in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's State Street position peaked at $1.39M in Q1 2022.
841 funds tracked by Wall St. Rank held State Street as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.