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Washington Trust’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Washington Trust’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-75
Closed -$3K – 953
2022
Q1 		$3K Hold
75
– – ﹤0.01% 790
2021
Q4 		$3K Hold
75
– – ﹤0.01% 795
2021
Q3 		$3K Hold
75
– – ﹤0.01% 916
2021
Q2 		$3K Buy
+75
New +$2.88K ﹤0.01% 913

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Washington Trust's PDN Position: Q2 2022 in Review

Washington Trust sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2022, closing a stake of 75 shares — an estimated $3K sold.

Washington Trust first reported a position in PDN in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 81 funds tracked by Wall St. Rank hold PDN as of Q2 2022.

  • Washington Trust reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2022 after selling out during the quarter.
  • Washington Trust sold 75 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2022, an estimated $3K.
  • Washington Trust first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2021 and held it in 4 quarters.
  • Washington Trust's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2022.

Based on Washington Trust's 13F filing for Q2 2022, filed 25 Jul 2022.