American Portfolios Advisors’s Webster Financial WBS Stock Holding History

American Portfolios Advisors’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
2022 Q3	$150K	Buy	3,322 +672	+25%	+$31.1K	0.01%	1144
2022 Q2	$112K	Buy	2,650 +117	+5%	+$5.63K	﹤0.01%	1339
2022 Q1	$142K	Buy	2,533 +2,161	+581%	+$128K	﹤0.01%	1337
2021 Q4	$20.8K	Buy	+372	New	+$20.9K	﹤0.01%	2309
2021 Q3	–	Sell	-518	Closed	-$27.6K	–	3545
2021 Q2	$27.6K	Buy	518 +44	+9%	+$2.44K	﹤0.01%	2048
2021 Q1	$26.1K	Buy	+474	New	+$25.2K	﹤0.01%	1920

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Portfolios Advisors's WBS Position: Q3 2022 in Review

American Portfolios Advisors increased its Webster Financial (WBS) stake by 25% in Q3 2022, buying an estimated $31.1K and bringing the position to 3,322 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #1144.

American Portfolios Advisors first reported a position in WBS in Q1 2021 and has held it in 6 quarters since. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

American Portfolios Advisors held 3,322 shares of Webster Financial worth $150K as of Q3 2022.
American Portfolios Advisors bought 672 Webster Financial shares in Q3 2022, an estimated $31.1K.
Webster Financial made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1144 holding.
American Portfolios Advisors first reported a position in Webster Financial in Q1 2021 and has held it in 6 quarters since.
430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.