AIP
WBS

Ahrens Investment Partners’s Webster Financial WBS Stock Holding History

Ahrens Investment Partners’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
Q1 		$788 Buy
+20
New +$960 ﹤0.01% 952
2022
Q3 		– Sell
-20
Closed -$1K – 909
2022
Q2 		$1K Hold
20
– – ﹤0.01% 947
2022
Q1 		$1K Buy
+20
New +$1.19K ﹤0.01% 1013

Other funds holding WBS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ahrens Investment Partners's WBS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Webster Financial (WBS) in Q1 2023: 20 shares worth $788. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WBS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WBS in Q1 2022 and has held it in 3 quarters since. The position peaked at $1K in Q2 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • Ahrens Investment Partners held 20 shares of Webster Financial worth $788 as of Q1 2023.
  • Webster Financial was a new Ahrens Investment Partners position in Q1 2023.
  • Webster Financial made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #952 holding.
  • Ahrens Investment Partners first reported a position in Webster Financial in Q1 2022 and has held it in 3 quarters since.
  • Ahrens Investment Partners's Webster Financial position peaked at $1K in Q2 2022.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.