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Washington Trust Advisors’s Invesco Solar ETF TAN Stock Holding History

Washington Trust Advisors’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-75
Closed -$4K – 676
2023
Q4 		$4K Hold
75
– – ﹤0.01% 593
2023
Q3 		$3.88K Hold
75
– – ﹤0.01% 582
2023
Q2 		$5.36K Hold
75
– – ﹤0.01% 534
2023
Q1 		$5.82K Hold
75
– – ﹤0.01% 584
2022
Q4 		$5.47K Hold
75
– – ﹤0.01% 591
2022
Q3 		$6K Hold
75
– – ﹤0.01% 693
2022
Q2 		$5K Hold
75
– – ﹤0.01% 760
2022
Q1 		$6K Hold
75
– – ﹤0.01% 797
2021
Q4 		$6K Buy
+75
New +$6.57K ﹤0.01% 829

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PE
Point72 Europe London, United Kingdom $2.04B AUM 25.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Washington Trust Advisors's TAN Position: Q1 2024 in Review

Washington Trust Advisors sold out of Invesco Solar ETF (TAN) in Q1 2024, closing a stake of 75 shares — an estimated $4K sold.

Washington Trust Advisors first reported a position in TAN in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q3 2022. 241 funds tracked by Wall St. Rank hold TAN as of Q1 2024.

  • Washington Trust Advisors reported no remaining Invesco Solar ETF position as of Q1 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 75 Invesco Solar ETF shares in Q1 2024, an estimated $4K.
  • Washington Trust Advisors first reported a position in Invesco Solar ETF in Q4 2021 and held it in 9 quarters.
  • Washington Trust Advisors's Invesco Solar ETF position peaked at $6K in Q3 2022.
  • 241 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2024.

Based on Washington Trust Advisors's 13F filing for Q1 2024, filed 7 May 2024.