BWM
WBS

Baystate Wealth Management’s Webster Financial WBS Stock Holding History

Baystate 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
2022
Q2 		– Sell
-3,317
Closed -$186K – 957
2022
Q1 		$186K Buy
+3,317
New +$197K 0.02% 181

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baystate Wealth Management's WBS Position: Q2 2022 in Review

Baystate Wealth Management sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 3,317 shares — an estimated $186K sold.

Baystate Wealth Management first reported a position in WBS in Q1 2022 and held it in 1 quarter. The position peaked at $186K in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Baystate Wealth Management reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 3,317 Webster Financial shares in Q2 2022, an estimated $186K.
  • Baystate Wealth Management first reported a position in Webster Financial in Q1 2022 and held it in 1 quarter.
  • Baystate Wealth Management's Webster Financial position peaked at $186K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.