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
PM
Philip Morris International Inc.

Consumer Defensive
-1.03K
- 15.49%
$101.25 - $127.45 $104K - $131K
5.62K $681K
ICE
Intercontinental Exchange, Inc.

Financial Services
-9
- 2.3%
$136.93 - $162.81 $1.23K - $1.47K
382 $61K
AROW
Arrow Financial Corp

Financial Services
-900
- 6.81%
$25.38 - $32.41 $22.8K - $29.2K
12.3K $352K
ENB
Enbridge Inc

Energy
-230
- 6.22%
$35.27 - $41.18 $8.11K - $9.47K
3.47K $140K
SHW
Sherwin Williams CO

Basic Materials
-61
- 14.91%
$294.65 - $384.0 $18K - $23.4K
348 $132K
MO
Altria Group, Inc.

Consumer Defensive
-550
- 7.62%
$45.95 - $54.71 $25.3K - $30.1K
6.67K $340K
AMP
Ameriprise Financial Inc

Financial Services
-21
- 3.47%
$391.53 - $469.81 $8.22K - $9.87K
584 $274K
FNDA
Schwab Fundamental U S Small C

ETFs
-701
- 4.68%
$54.26 - $60.01 $38K - $42.1K
14.3K $850K
NEE
Nextera Energy Inc

Utilities
-1.09K
- 12.33%
$69.9 - $84.97 $76.3K - $92.8K
7.77K $656K
XOM
Exxon Mobil Corp

Energy
-1.3K
- 1.49%
$109.72 - $119.0 $142K - $154K
85.5K $10M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-37
- 0.59%
$101.72 - $112.94 $3.76K - $4.18K
6.26K $707K
MTB
M&T Bank Corp

Financial Services
-11
- 0.79%
$146.49 - $179.85 $1.61K - $1.98K
1.39K $247K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-36
- 0.76%
$332.02 - $382.76 $12K - $13.8K
4.68K $1.76M
PPG
Ppg Industries Inc

Basic Materials
-13
- 0.2%
$118.32 - $134.55 $1.54K - $1.75K
6.37K $843K
TSLA
Tesla, Inc.

Consumer Cyclical
-470
- 18.35%
$191.76 - $263.26 $90.1K - $124K
2.09K $547K
PG
Procter & Gamble CO

Consumer Defensive
-299
- 1.47%
$160.76 - $177.82 $48.1K - $53.2K
20K $3.46M
CAT
Caterpillar Inc

Industrials
-100
- 3.48%
$316.8 - $391.12 $31.7K - $39.1K
2.77K $1.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-21
- 0.08%
$75.32 - $84.37 $1.58K - $1.77K
26.4K $2.2M
APTV
Aptiv PLC

Consumer Cyclical
-469
- 0.39%
$65.39 - $74.24 $30.7K - $34.8K
120K $8.67M
VTI
Vanguard Total Stock Market Et

ETFs
-103
- 0.77%
$255.18 - $283.2 $26.3K - $29.2K
13.3K $3.77M
RTX
Raytheon Technologies Corp

Industrials
-26
- 0.25%
$99.55 - $123.34 $2.59K - $3.21K
10.5K $1.27M
FNDF
Schwab Fundamental Intl Large

ETFs
-6.23K
- 3.18%
$33.67 - $37.71 $210K - $235K
190K $7.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
-27
- 0.18%
$149.02 - $167.67 $4.02K - $4.53K
15K $2.51M
JPM
Jpmorgan Chase & CO

Financial Services
-83
- 0.26%
$194.9 - $224.8 $16.2K - $18.7K
32.2K $6.78M
ABT
Abbott Laboratories

Healthcare
-263
- 0.9%
$100.07 - $118.13 $26.3K - $31.1K
28.9K $3.29M
LOW
Lowes Companies Inc

Consumer Cyclical
-49
- 0.62%
$213.3 - $270.78 $10.5K - $13.3K
7.9K $2.14M
HD
Home Depot, Inc.

Consumer Cyclical
-125
- 1.74%
$333.64 - $405.2 $41.7K - $50.7K
7.06K $2.86M
DEO
Diageo PLC

Consumer Defensive
-153
- 0.5%
$120.02 - $140.77 $18.4K - $21.5K
30.4K $4.27M
ADP
Automatic Data Processing Inc

Industrials
-124
- 0.94%
$233.44 - $279.45 $28.9K - $34.7K
13.1K $3.64M
FNDX
Schwab Fundamental U S Large C

ETFs
-12K
- 4.25%
$65.36 - $71.76 $783K - $860K
270K $19.4M
KMI
Kinder Morgan, Inc.

Energy
-2.38K
- 0.89%
$19.72 - $22.22 $46.9K - $52.8K
264K $5.82M
ECL
Ecolab Inc.

Basic Materials
-746
- 1.68%
$228.86 - $255.76 $171K - $191K
43.7K $11.2M
ISRG
Intuitive Surgical Inc

Healthcare
-753
- 3.64%
$416.14 - $494.01 $313K - $372K
20K $9.81M
PEP
Pepsico Inc

Consumer Defensive
-190
- 0.15%
$161.9 - $179.3 $30.8K - $34.1K
131K $22.2M
UBER
Uber Technologies, Inc

Technology
-2.11K
- 0.64%
$58.48 - $77.47 $123K - $163K
325K $24.4M
JNJ
Johnson & Johnson

Healthcare
-339
- 0.69%
$145.48 - $167.38 $49.3K - $56.7K
48.9K $7.92M
WMT
Walmart Inc.

Consumer Defensive
-623
- 0.74%
$66.91 - $81.4 $41.7K - $50.7K
83.8K $6.77M
V
Visa Inc.

Financial Services
-664
- 0.45%
$253.74 - $291.56 $168K - $194K
148K $40.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 0.18%
$3305.62 - $4268.05 $49.6K - $64K
8.43K $35.5M
AMT
American Tower Corp

Real Estate
-63
- 0.11%
$192.27 - $242.73 $12.1K - $15.3K
57.7K $13.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.73K
- 3.69%
$57.22 - $80.08 $328K - $459K
150K $11.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
-9
- 0.01%
$247.34 - $300.11 $2.23K - $2.7K
69.5K $20.7M
DE
Deere & CO

Industrials
-784
- 1.1%
$344.84 - $418.0 $270K - $328K
70.4K $29.4M
ZBRA
Zebra Technologies Corp

Technology
-98
- 0.19%
$306.21 - $371.02 $30K - $36.4K
50.9K $18.9M
SBUX
Starbucks Corp

Consumer Cyclical
-2.11K
- 1.05%
$72.51 - $98.6 $153K - $208K
198K $19.3M
META
Meta Platforms, Inc.

Communication Services
-329
- 0.4%
$453.41 - $572.44 $149K - $188K
82.9K $47.5M
RMD
Resmed Inc

Healthcare
-1.61K
- 1.22%
$186.94 - $252.92 $302K - $408K
130K $31.9M
AAPL
Apple Inc.

Technology
-45
- 0.01%
$207.23 - $234.82 $9.33K - $10.6K
314K $73.2M
PWR
Quanta Services, Inc.

Industrials
-1.15K
- 0.59%
$239.58 - $298.23 $276K - $344K
194K $57.9M
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
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