Washington Trust Advisors’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.9K	Sell	680 -4	-0.6%	-$243	﹤0.01%	376
2025 Q4	$44.5K	Buy	684 +60	+10%	+$4.14K	﹤0.01%	363
2025 Q3	$45.1K	Sell	624 -135	-18%	-$10.1K	﹤0.01%	366
2025 Q2	$51.6K	Hold	759	–	–	﹤0.01%	320
2025 Q1	$41.2K	Sell	759 -36	-5%	-$2.69K	﹤0.01%	341
2024 Q4	$67.6K	Buy	795 +42	+6%	+$3.45K	0.01%	297
2024 Q3	$50.5K	Buy	753 +51	+7%	+$3.29K	﹤0.01%	316
2024 Q2	$45.3K	Buy	702 +44	+7%	+$3.08K	﹤0.01%	326
2024 Q1	$55.7K	Buy	658 +42	+7%	+$3.04K	0.01%	303
2023 Q4	$47.6K	Buy	616 +172	+39%	+$9.72K	﹤0.01%	316
2023 Q3	$19.7K	Hold	444	–	–	﹤0.01%	393
2023 Q2	$29.6K	Buy	444 +40	+10%	+$2.5K	﹤0.01%	350
2023 Q1	$27.7K	Buy	404 +103	+34%	+$7.71K	﹤0.01%	373
2022 Q4	$18.9K	Sell	301 -408	-58%	-$25.2K	﹤0.01%	427
2022 Q3	$39K	Sell	709 -153	-18%	-$10.8K	﹤0.01%	420
2022 Q2	$53K	Buy	862 +110	+15%	+$10.1K	﹤0.01%	387
2022 Q1	$102K	Sell	752 -132	-15%	-$16K	0.01%	330
2021 Q4	$143K	Buy	+884	New	+$192K	0.01%	307

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return