Washington Trust’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Washington Trust’s Portfolio CWS Stock Details CWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30	Closed	-$1.53K	–	921
2023 Q1	$1.53K	Buy	+30	New	+$1.5K	﹤0.01%	837

Other funds holding CWS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

LCGC

Legacy Capital Group California Los Gatos, California $263M AUM 37.58% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Washington Trust's CWS Position: Q2 2023 in Review

Washington Trust sold out of AdvisorShares Focused Equity ETF (CWS) in Q2 2023, closing a stake of 30 shares — an estimated $1.53K sold.

Washington Trust first reported a position in CWS in Q1 2023 and held it in 1 quarter. The position peaked at $1.53K in Q1 2023. 17 funds tracked by Wall St. Rank hold CWS as of Q2 2023.

Washington Trust reported no remaining AdvisorShares Focused Equity ETF position as of Q2 2023 after selling out during the quarter.
Washington Trust sold 30 AdvisorShares Focused Equity ETF shares in Q2 2023, an estimated $1.53K.
Washington Trust first reported a position in AdvisorShares Focused Equity ETF in Q1 2023 and held it in 1 quarter.
Washington Trust's AdvisorShares Focused Equity ETF position peaked at $1.53K in Q1 2023.
17 funds tracked by Wall St. Rank held AdvisorShares Focused Equity ETF as of Q2 2023.

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