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Washington Trust Advisors’s Latham Group SWIM Stock Holding History

Washington Trust Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-567
Closed -$2K – 883
2022
Q3 		$2K Hold
567
– – ﹤0.01% 868
2022
Q2 		$4K Hold
567
– – ﹤0.01% 798
2022
Q1 		$8K Hold
567
– – ﹤0.01% 747
2021
Q4 		$14K Buy
+567
New +$11.2K ﹤0.01% 688

Other funds holding SWIM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Washington Trust Advisors's SWIM Position: Q4 2022 in Review

Washington Trust Advisors sold out of Latham Group (SWIM) in Q4 2022, closing a stake of 567 shares — an estimated $2K sold.

Washington Trust Advisors first reported a position in SWIM in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 128 funds tracked by Wall St. Rank hold SWIM as of Q4 2022.

  • Washington Trust Advisors reported no remaining Latham Group position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 567 Latham Group shares in Q4 2022, an estimated $2K.
  • Washington Trust Advisors first reported a position in Latham Group in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Latham Group position peaked at $14K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.