Washington Trust CO has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.83 Billion distributed in 1299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $143M, Spdr S&P 500 ETF Trust with a value of $123M, Microsoft Corp with a value of $92.8M, Ishares Russell Mid Cap ETF with a value of $86.7M, and Nvidia Corp with a value of $82.3M.

Examining the 13F form we can see an increase of $115M in the current position value, from $2.71B to 2.83B.

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

Portfolio value $2.83 Billion
ETFs: $775 Million
Technology: $647 Million
Financial Services: $285 Million
Healthcare: $268 Million
Industrials: $231 Million
Consumer Cyclical: $221 Million
Communication Services: $180 Million
Consumer Defensive: $128 Million
Other: $92.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $2.83 Billion
  • Prior Value $2.71 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 127 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 255 stocks
Track This Portfolio

Track Washington Trust CO Portfolio

Follow Washington Trust CO 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 CO, based on Form 13F filings with the SEC.

News

Stay updated on Washington Trust CO with notifications on news.