Washington Trust Advisors, Inc. Portfolio Holdings

Washington Trust Advisors, Inc.

  • $1.15 Billion
  • Q4 2024

Washington Trust Advisors, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 803 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.9M, Quanta Services, Inc. with a value of $60.4M, Amazon Com Inc with a value of $49M, Meta Platforms, Inc. with a value of $48.2M, and Palo Alto Networks Inc with a value of $46.4M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $1.13B to 1.15B. Also it can be appreciated an additional of 38 stocks purchases and 17 closed positions.

Below you can find more details about Washington Trust Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.15 Billion
Technology: $223 Million
Healthcare: $158 Million
Communication Services: $152 Million
Consumer Cyclical: $138 Million
Industrials: $129 Million
Financial Services: $118 Million
ETFs: $113 Million
Consumer Defensive: $40.6 Million
Other: $80.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276M
$149,000 0.01% of portfolio
45,445
Q4 2024 Reduced 17.37%
$71.6M
$0 0.0% of portfolio
65
Q3 2022 New
$254M
$1,000 0.0% of portfolio
167
Q3 2022 Added 75.79%
$295M
$0 0.0% of portfolio
70
Q4 2021 New
$59.4M
$0 0.0% of portfolio
2,572
Q4 2023 Added 105.76%
$281M
$2,000 0.0% of portfolio
270
Q4 2021 New
$136M
$1,000 0.0% of portfolio
913
Q4 2021 New
$199M
$1,000 0.0% of portfolio
264
Q1 2024 Reduced 20.48%
$134M
$2,000 0.0% of portfolio
200
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 803
  • Current Value $1.15 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 38 stocks
  • Additional Purchases 127 stocks
  • Sold out of 17 stocks
  • Reduced holdings in 178 stocks
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