Washington Trust’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Washington Trust’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-113	Closed	-$10.2K	–	895
2024 Q1	$10.2K	Hold	113	–	–	﹤0.01%	661
2023 Q4	$9.59K	Buy	+113	New	+$8.78K	﹤0.01%	642
2021 Q3	–	Sell	-83	Closed	-$6K	–	1088
2021 Q2	$6K	Hold	83	–	–	﹤0.01%	849
2021 Q1	$6K	Buy	+83	New	+$5.47K	﹤0.01%	808

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Washington Trust's MOAT Position: Q2 2024 in Review

Washington Trust sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2024, closing a stake of 113 shares — an estimated $10.2K sold.

Washington Trust first reported a position in MOAT in Q1 2021 and held it in 4 quarters. The position peaked at $10.2K in Q1 2024. 658 funds tracked by Wall St. Rank hold MOAT as of Q2 2024.

Washington Trust reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2024 after selling out during the quarter.
Washington Trust sold 113 VanEck Morningstar Wide Moat ETF shares in Q2 2024, an estimated $10.2K.
Washington Trust first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2021 and held it in 4 quarters.
Washington Trust's VanEck Morningstar Wide Moat ETF position peaked at $10.2K in Q1 2024.
658 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.