1WM
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1858 Wealth Management’s Webster Financial WBS Stock Holding History

1858 Wealth Management’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,801
Closed -$244K – 145
2024
Q1 		$244K Hold
4,801
– – 0.23% 97
2023
Q4 		$244K Buy
+4,801
New +$207K 0.23% 97

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

1858 Wealth Management's WBS Position: Q2 2024 in Review

1858 Wealth Management sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 4,801 shares — an estimated $244K sold.

1858 Wealth Management first reported a position in WBS in Q4 2023 and held it in 2 quarters. The position peaked at $244K in Q1 2024. 455 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • 1858 Wealth Management reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • 1858 Wealth Management sold 4,801 Webster Financial shares in Q2 2024, an estimated $244K.
  • 1858 Wealth Management first reported a position in Webster Financial in Q4 2023 and held it in 2 quarters.
  • 1858 Wealth Management's Webster Financial position peaked at $244K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.