AWM
WBS

Accel Wealth Management’s Webster Financial WBS Stock Holding History

Accel 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
2023
Q2 		– Sell
-17
Closed -$680 – 868
2023
Q1 		$680 Hold
17
– – ﹤0.01% 1200
2022
Q4 		$811 Hold
17
– – ﹤0.01% 986
2022
Q3 		$1K Hold
17
– – ﹤0.01% 1031
2022
Q2 		$1K Buy
+17
New +$819 ﹤0.01% 989

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Accel Wealth Management's WBS Position: Q2 2023 in Review

Accel Wealth Management sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 17 shares — an estimated $680 sold.

Accel Wealth Management first reported a position in WBS in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Accel Wealth Management reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 17 Webster Financial shares in Q2 2023, an estimated $680.
  • Accel Wealth Management first reported a position in Webster Financial in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Webster Financial position peaked at $1K in Q3 2022.
  • 437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.