Washington Trust Advisors, Inc. Reduced Holdings in Q3 2024

Washington Trust Advisors, Inc.

  • $1.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-1.06K
- 0.45%
$149.54 - $192.66 $158K - $204K
236K $39.5M
AY
Atlantica Sustainable Infrastructure PLC

Utilities
-55.6K
- 80.37%
$21.81 - $22.29 $1.21M - $1.24M
13.6K $298K
UPS
United Parcel Service Inc

Industrials
-7.83K
- 7.04%
$123.32 - $147.38 $965K - $1.15M
103K $14.1M
VUG
Vanguard Growth ETF

ETFs
-3.3K
- 12.97%
$341.08 - $391.94 $1.13M - $1.29M
22.2K $8.51M
DIS
Walt Disney CO

Communication Services
-459
- 0.31%
$85.6 - $98.61 $39.3K - $45.3K
150K $14.4M
QCOM
Qualcomm Inc

Technology
-2.01K
- 52.82%
$156.12 - $209.64 $314K - $422K
1.8K $305K
PANW
Palo Alto Networks Inc

Technology
-1.88K
- 1.41%
$294.18 - $368.01 $552K - $690K
131K $44.8M
VTV
Vanguard Value ETF

ETFs
-4.45K
- 12.13%
$159.75 - $174.57 $711K - $777K
32.3K $5.63M
INTC
Intel Corp

Technology
-5.18K
- 30.01%
$18.9 - $34.87 $97.8K - $180K
12.1K $283K
MTN
Vail Resorts Inc

Consumer Cyclical
-550
- 2.69%
$167.58 - $188.32 $92.2K - $104K
19.9K $3.47M
INVH
Invitation Homes Inc.

Real Estate
-437
- 0.16%
$33.2 - $37.28 $14.5K - $16.3K
278K $9.81M
TMUS
T Mobile Us, Inc.

Communication Services
-1.01K
- 81.26%
$175.14 - $206.36 $176K - $208K
232 $47K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.3K
- 7.45%
$49.93 - $51.15 $215K - $220K
53.4K $2.73M
VZ
Verizon Communications Inc

Communication Services
-4.08K
- 30.46%
$38.89 - $45.0 $158K - $183K
9.3K $417K
MRK
Merck & Co., Inc.

Healthcare
-324
- 3.61%
$111.15 - $128.97 $36K - $41.8K
8.65K $982K
CRM
Salesforce, Inc.

Technology
-532
- 36.34%
$238.42 - $276.53 $127K - $147K
932 $255K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-106
- 0.36%
$1024.09 - $1201.76 $109K - $127K
29.4K $30.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.72K
- 6.26%
$51.58 - $53.79 $192K - $200K
55.7K $2.99M
DDD
3 D Systems Corp

Technology
-26K
- 32.14%
$1.88 - $4.1 $49K - $107K
55K $156K
VBR
Vanguard Small Cap Value ETF

ETFs
-541
- 24.3%
$179.99 - $201.6 $97.4K - $109K
1.69K $338K
IDXX
Idexx Laboratories Inc

Healthcare
-102
- 82.26%
$455.08 - $517.19 $46.4K - $52.8K
22 $11K
PH
Parker Hannifin Corp

Industrials
-93
- 88.57%
$501.01 - $635.92 $46.6K - $59.1K
12 $7K
ADI
Analog Devices Inc

Technology
-200
- 56.34%
$200.56 - $243.33 $40.1K - $48.7K
155 $35K
UNH
Unitedhealth Group Inc

Healthcare
-210
- 20.43%
$488.01 - $604.18 $102K - $127K
818 $478K
LRCX
Lam Research Corp

Technology
-1
- 0.57%
$731.56 - $1127.3 $732 - $1.13K
174 $142K
INTU
Intuit Inc

Technology
-52
- 21.22%
$602.97 - $670.49 $31.4K - $34.9K
193 $119K
CI
Cigna Corp

Healthcare
-134
- 23.1%
$319.12 - $367.1 $42.8K - $49.2K
446 $154K
GMED
Globus Medical Inc

Healthcare
-2.18K
- 5.62%
$67.08 - $73.92 $146K - $161K
36.6K $2.62M
MNST
Monster Beverage Corp

Consumer Defensive
-848
- 19.91%
$45.01 - $52.47 $38.2K - $44.5K
3.41K $178K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.56K
- 12.81%
$36.98 - $41.55 $57.7K - $64.8K
10.6K $436K
WFC
Wells Fargo & Company

Financial Services
-166
- 2.38%
$51.58 - $60.97 $8.56K - $10.1K
6.82K $384K
IWR
Ishares Russell Mid Cap ETF

ETFs
-444
- 36.42%
$79.92 - $88.19 $35.5K - $39.2K
775 $68K
EMR
Emerson Electric CO

Industrials
-194
- 2.43%
$98.19 - $118.87 $19K - $23.1K
7.8K $852K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-411
- 73.26%
$58.03 - $65.37 $23.9K - $26.9K
150 $9K
NOC
Northrop Grumman Corp

Industrials
-116
- 25.49%
$423.73 - $533.14 $49.2K - $61.8K
339 $178K
AZN
Astrazeneca PLC

Healthcare
-268
- 74.65%
$76.67 - $87.62 $20.5K - $23.5K
91 $7K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 1.75%
$217.89 - $392.15 $654 - $1.18K
168 $47K
BAC
Bank Of America Corp

Financial Services
-459
- 8.19%
$36.65 - $44.13 $16.8K - $20.3K
5.14K $204K
CVS
Cvs Health Corp

Healthcare
-300
- 40.54%
$55.81 - $63.18 $16.7K - $19K
440 $27K
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 6.46%
$801.83 - $917.05 $40.9K - $46.8K
738 $654K
SU
Suncor Energy Inc

Energy
-144
- 1.92%
$36.06 - $41.7 $5.19K - $6K
7.36K $271K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-17
- 27.87%
$1015.62 - $1159.62 $17.3K - $19.7K
44 $50K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.03K
- 20.4%
$21.72 - $25.05 $22.3K - $25.7K
4K $97K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-93
- 14.46%
$210.25 - $231.86 $19.6K - $21.6K
550 $122K
GWW
W.W. Grainger, Inc.

Industrials
-15
- 55.56%
$896.19 - $1044.18 $13.4K - $15.7K
12 $12K
NTAP
Net App, Inc.

Technology
-89
- 48.63%
$114.18 - $134.62 $10.2K - $12K
94 $11K
SNPS
Synopsys Inc

Technology
-5
- 5.56%
$463.97 - $621.3 $2.32K - $3.11K
85 $43K
BIIB
Biogen Inc.

Healthcare
-17
- 11.26%
$189.07 - $236.8 $3.21K - $4.03K
134 $25K
IWP
Ishares Russell Mid Cap Growth

ETFs
-144
- 14.29%
$103.87 - $117.59 $15K - $16.9K
864 $101K
Activity Summary
Buys All Purchases 170 New Holdings 32 Increased Positions 138 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Washington Trust Advisors, Inc. Portfolio

Follow Washington Trust Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Washington Trust Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Washington Trust Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email