Washington Trust Advisors, Inc. New Holdings in Q4 2024

Washington Trust Advisors, Inc.

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$664750.0 - $724132.5 $3.32M - $3.62M
5 $3.4M
GD
General Dynamics Corp

Industrials
692
New
$260.28 - $314.03 $180K - $217K
692 $182K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
540
New
$238.25 - $261.28 $129K - $141K
540 $130K
XLP
Consumer Staples Sector Spdr

ETFs
1.58K
New
N/A
1.58K $120K
AJG
Arthur J. Gallagher & Co.

Financial Services
402
New
$278.49 - $315.16 $112K - $127K
402 $114K
KAI
Kadant Inc

Industrials
246
New
$316.45 - $422.93 $77.8K - $104K
246 $84K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
2.97K
New
$21.45 - $24.97 $63.6K - $74K
2.97K $71K
TIP
Ishares Tr Tips Bd ETF

ETFs
536
New
$106.33 - $110.69 $57K - $59.3K
536 $57K
QUAL
Ishares Msci Usa Quality Facto

ETFs
286
New
$176.42 - $186.91 $50.5K - $53.5K
286 $50K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
763
New
$50.37 - $50.6 $38.4K - $38.6K
763 $38K
XLI
Industrial Sector Spdr

ETFs
273
New
$131.76 - $143.99 $36K - $39.3K
273 $35K
HWM
Howmet Aerospace Inc.

Industrials
262
New
$99.72 - $120.09 $26.1K - $31.5K
262 $28K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.6K
New
$7.83 - $8.16 $20.4K - $21.2K
2.6K $20K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.6K
New
$11.91 - $14.14 $19.1K - $22.6K
1.6K $19K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
970
New
$15.43 - $16.42 $15K - $15.9K
970 $15K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
800
New
$18.18 - $19.49 $14.5K - $15.6K
800 $14K
OKTA
Okta, Inc.

Technology
141
New
$71.81 - $86.11 $10.1K - $12.1K
141 $11K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
28
New
$260.53 - $404.79 $7.29K - $11.3K
28 $10K
ROBO
Robo Global Robotics And Autom

ETFs
136
New
$55.06 - $58.6 $7.49K - $7.97K
136 $7K
HRI
Herc Holdings Inc

Industrials
41
New
$155.15 - $239.28 $6.36K - $9.81K
41 $7K
CFLT
Confluent, Inc.

Technology
253
New
$18.9 - $33.66 $4.78K - $8.52K
253 $7K
CDW
Cdw Corp

Technology
37
New
$171.49 - $225.64 $6.35K - $8.35K
37 $6K
IP
International Paper CO

Consumer Cyclical
89
New
$46.64 - $59.57 $4.15K - $5.3K
89 $4K
INTA
Intapp, Inc.

Technology
56
New
$43.86 - $70.0 $2.46K - $3.92K
56 $3K
AROC
Archrock, Inc.

Energy
110
New
$19.92 - $26.66 $2.19K - $2.93K
110 $2K
COIN
Coinbase Global, Inc.

Technology
10
New
$163.17 - $343.62 $1.63K - $3.44K
10 $2K
JANX
Janux Therapeutics, Inc.

Healthcare
29
New
$40.18 - $66.83 $1.17K - $1.94K
29 $1K
HOOD
Robinhood Markets, Inc.

Technology
0
New
$22.33 - $43.2 $0 - $0
0 $0
Sunrise Communications Ag
61
New
N/A
61 $0
Mobile Infrastructure Corp
3.28K
New
N/A
3.28K $0
Lam Research
1.76K
New
N/A
1.76K $0
GMAB
Genmab A/S

Healthcare
20
New
$20.02 - $24.15 $400 - $483
20 $0
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
0
New
$101.51 - $140.63 $0 - $0
0 $0
Brookfield Renewable Corp
423K
New
N/A
423K $0
Brookfield Infra Partners Cl A
934
New
N/A
934 $0
Black Rock
1.63K
New
N/A
1.63K $0
Aptiv PLC
17K
New
N/A
17K $0
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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