Washington Trust’s Interactive Brokers IBKR Stock Holding History

Washington Trust’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,000	Closed	-$40K	–	966
2021 Q4	$40K	Hold	2,000	–	–	﹤0.01%	473
2021 Q3	$31K	Hold	2,000	–	–	﹤0.01%	608
2021 Q2	$33K	Hold	2,000	–	–	﹤0.01%	607
2021 Q1	$37K	Hold	2,000	–	–	﹤0.01%	566
2020 Q4	$30K	Hold	2,000	–	–	﹤0.01%	596
2020 Q3	$24K	Hold	2,000	–	–	﹤0.01%	588
2020 Q2	$21K	Hold	2,000	–	–	﹤0.01%	549
2020 Q1	$22K	Buy	+2,000	New	+$24.2K	﹤0.01%	527

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return