Wealthcare Advisory Partners’s Washington Trust Bancorp WASH Stock Holding History

Wealthcare Advisory Partners’s Portfolio WASH Stock Details WASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-29	Closed	-$1K	–	1352
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	1442
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	1285
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	1311
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	1208
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	1184
2018 Q4	$1K	Hold	29	–	–	﹤0.01%	1169
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	1138
2018 Q2	$2K	Buy	+29	New	+$1.69K	﹤0.01%	1139

Other funds holding WASH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthcare Advisory Partners's WASH Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Washington Trust Bancorp (WASH) in Q2 2020, closing a stake of 29 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in WASH in Q2 2018 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 126 funds tracked by Wall St. Rank hold WASH as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Washington Trust Bancorp position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 29 Washington Trust Bancorp shares in Q2 2020, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Washington Trust Bancorp in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Washington Trust Bancorp position peaked at $2K in Q4 2019.
126 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.