WTA
WK icon

Washington Trust Advisors’s Workiva WK Stock Holding History

Washington Trust Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17
Closed -$1.24K – 683
2024
Q2 		$1.24K Sell
17
-36
-68% -$2.83K ﹤0.01% 644
2024
Q1 		$4.51K Buy
53
+7
+15% +$631 ﹤0.01% 587
2023
Q4 		$4.67K Hold
46
– – ﹤0.01% 579
2023
Q3 		$4.66K Sell
46
-7
-13% -$728 ﹤0.01% 560
2023
Q2 		$5.39K Hold
53
– – ﹤0.01% 533
2023
Q1 		$5.43K Sell
53
-25
-32% -$2.27K ﹤0.01% 591
2022
Q4 		$6.55K Hold
78
– – ﹤0.01% 561
2022
Q3 		$6K Hold
78
– – ﹤0.01% 697
2022
Q2 		$5K Buy
78
+28
+56% +$2.33K ﹤0.01% 763
2022
Q1 		$6K Buy
+50
New +$5.53K ﹤0.01% 801

Other funds holding WK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return