AIM
WBS

Axiom Investment Management’s Webster Financial WBS Stock Holding History

Axiom Investment 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
2022
Q4 		– Sell
-256
Closed -$11K – 429
2022
Q3 		$11K Buy
+256
New +$11.8K 0.02% 253
2019
Q3 		– Sell
-6,754
Closed -$322K – 421
2019
Q2 		$322K Buy
6,754
+146
+2% +$7.27K 0.06% 277
2019
Q1 		$337K Sell
6,608
-213
-3% -$11.5K 0.06% 273
2018
Q4 		$336K Buy
+6,821
New +$390K 0.07% 246

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Axiom Investment Management's WBS Position: Q4 2022 in Review

Axiom Investment Management sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 256 shares — an estimated $11K sold.

Axiom Investment Management first reported a position in WBS in Q4 2018 and held it in 4 quarters. The position peaked at $337K in Q1 2019. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Axiom Investment Management reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 256 Webster Financial shares in Q4 2022, an estimated $11K.
  • Axiom Investment Management first reported a position in Webster Financial in Q4 2018 and held it in 4 quarters.
  • Axiom Investment Management's Webster Financial position peaked at $337K in Q1 2019.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.