Washington Trust Advisors, Inc. Reduced Holdings in Q4 2024

Washington Trust Advisors, Inc.

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
-249
- 11.35%
$38.08 - $50.82 $9.48K - $12.7K
1.95K $74K
WY
Weyerhaeuser CO

Real Estate
-482
- 13.09%
$27.21 - $33.7 $13.1K - $16.2K
3.2K $90K
SHW
Sherwin Williams CO

Basic Materials
-55
- 15.8%
$338.75 - $399.71 $18.6K - $22K
293 $99K
AMP
Ameriprise Financial Inc

Financial Services
-127
- 21.75%
$473.15 - $574.01 $60.1K - $72.9K
457 $243K
CMCSA
Comcast Corp

Communication Services
-195
- 3.75%
$37.39 - $45.14 $7.29K - $8.8K
5K $187K
NFLX
Netflix Inc

Communication Services
-172
- 25.29%
$687.65 - $936.56 $118K - $161K
508 $452K
TT
Trane Technologies PLC

Industrials
-34
- 3.75%
$369.35 - $419.14 $12.6K - $14.3K
872 $322K
CBOE
Cboe Global Markets, Inc.

Financial Services
-118
- 16.74%
$191.61 - $217.84 $22.6K - $25.7K
587 $114K
ADSK
Autodesk, Inc.

Technology
-109
- 19.64%
N/A
446 $109K
CRWD
Crowd Strike Holdings, Inc.

Technology
-99
- 58.93%
$275.15 - $388.2 $27.2K - $38.4K
69 $23K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-203
- 39.26%
$96.64 - $101.23 $19.6K - $20.5K
314 $30K
WDAY
Workday, Inc.

Technology
-105
- 24.31%
$233.85 - $279.91 $24.6K - $29.4K
327 $84K
KKR
Kkr & Co. Inc.

Financial Services
-222
- 28.91%
$129.87 - $162.87 $28.8K - $36.2K
546 $80K
NVO
Novo Nordisk A S

Healthcare
-6
- 1.15%
$85.0 - $120.04 $510 - $720
518 $44K
CVX
Chevron Corp

Energy
-4
- 0.06%
$141.15 - $162.53 $565 - $650
7.11K $1.03M
SCCO
Southern Copper Corp

Basic Materials
-101
- 33.55%
$91.13 - $117.95 $9.2K - $11.9K
200 $18K
TJX
Tjx Companies Inc

Consumer Cyclical
-140
- 45.16%
$112.15 - $127.2 $15.7K - $17.8K
170 $20K
INTU
Intuit Inc

Technology
-29
- 15.03%
$602.01 - $706.25 $17.5K - $20.5K
164 $103K
EPAM
Epam Systems, Inc.

Technology
-80
- 39.02%
N/A
125 $23K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-38
- 25.0%
$232.27 - $300.43 $8.83K - $11.4K
114 $26K
SHEL
Shell PLC

Energy
-59
- 1.91%
$60.63 - $70.23 $3.58K - $4.14K
3.03K $189K
ES
Eversource Energy

Utilities
-28
- 2.34%
$55.9 - $67.73 $1.57K - $1.9K
1.17K $67K
URTH
Ishares Msci World ETF

ETFs
-88
- 19.05%
$153.73 - $162.67 $13.5K - $14.3K
374 $58K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-48
- 31.37%
$176.4 - $231.84 $8.47K - $11.1K
105 $18K
JCI
Johnson Controls International PLC

Industrials
-159
- 34.27%
$74.23 - $86.6 $11.8K - $13.8K
305 $24K
ACN
Accenture PLC

Technology
-30
- 5.04%
$343.9 - $376.86 $10.3K - $11.3K
565 $198K
STX
Seagate Technology Holdings PLC

Technology
-107
- 87.7%
$86.31 - $112.64 $9.24K - $12.1K
15 $1K
EIX
Edison International

Utilities
-8
- 0.48%
$77.93 - $88.36 $623 - $707
1.67K $133K
EXPD
Expeditors International Of Washington Inc

Industrials
-5
- 0.91%
$110.5 - $128.26 $553 - $641
545 $60K
AES
Aes Corp

Utilities
-299
- 36.82%
$12.44 - $20.24 $3.72K - $6.05K
513 $6K
AON
Aon PLC

Financial Services
-28
- 32.18%
$344.14 - $393.31 $9.64K - $11K
59 $21K
SYY
Sysco Corp

Consumer Defensive
-101
- 14.87%
$73.63 - $81.77 $7.44K - $8.26K
578 $44K
APO
Apollo Global Management, Inc.

Financial Services
-145
- 35.89%
$131.36 - $178.61 $19K - $25.9K
259 $42K
DDD
3 D Systems Corp

Technology
-9.55K
- 17.37%
$2.67 - $4.09 $25.5K - $39.1K
45.4K $149K
IWS
Ishares Russell Midcap Value E

ETFs
-34
- 4.56%
$128.08 - $140.32 $4.35K - $4.77K
712 $92K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4
- 1.38%
$82.28 - $117.52 $329 - $470
286 $24K
VRT
Vertiv Holdings CO

Industrials
-76
- 61.79%
N/A
47 $4K
JLL
Jones Lang Lasalle Inc

Real Estate
-12
- 12.0%
$246.93 - $283.67 $2.96K - $3.4K
88 $22K
PINS
Pinterest, Inc.

Communication Services
-64
- 6.78%
$28.24 - $34.15 $1.81K - $2.19K
880 $25K
MTB
M&T Bank Corp

Financial Services
-99
- 7.14%
$172.48 - $221.95 $17.1K - $22K
1.29K $242K
SPOT
Spotify Technology S.A.

Communication Services
-62
- 20.74%
$362.95 - $502.38 $22.5K - $31.1K
237 $106K
CCK
Crown Holdings Inc

Consumer Cyclical
-30
- 33.33%
$81.89 - $97.79 $2.46K - $2.93K
60 $4K
CLH
Clean Harbors Inc

Industrials
-11
- 19.64%
$228.61 - $263.39 $2.51K - $2.9K
45 $10K
ASH
Ashland Global Holdings Inc

Basic Materials
-22
- 22.22%
$70.93 - $87.79 $1.56K - $1.93K
77 $5K
HQY
Healthequity, Inc.

Healthcare
-50
- 34.97%
$78.18 - $104.65 $3.91K - $5.23K
93 $8K
FDX
Fedex Corp

Industrials
-158
- 2.81%
$260.5 - $305.15 $41.2K - $48.2K
5.47K $1.54M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-160
- 63.49%
$17.13 - $34.23 $2.74K - $5.48K
92 $2K
ACGL
Arch Capital Group Ltd.

Financial Services
-8
- 10.0%
$88.71 - $114.86 $710 - $919
72 $6K
AZPN
Aspen Technology, Inc.

Technology
-6
- 35.29%
$231.19 - $253.16 $1.39K - $1.52K
11 $2K
Activity Summary
Buys All Purchases 165 New Holdings 38 Increased Positions 127 Sells All Sells 195 Reductions 178 Sold out 17 Options Calls 0 Puts 0
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