BDO Wealth Advisors’s Webster Financial WBS Stock Holding History

BDO Wealth 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
2023 Q2	$529	Hold	14	–	–	﹤0.01%	932
2023 Q1	$552	Hold	14	–	–	﹤0.01%	999
2022 Q4	$663	Hold	14	–	–	﹤0.01%	934
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1003
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	1016
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	1031
2021 Q4	$1K	Buy	+14	New	+$788	﹤0.01%	1065
2020 Q2	–	Sell	-270	Closed	-$6K	–	771
2020 Q1	$6K	Buy	+270	New	+$11K	﹤0.01%	594

Other funds holding WBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BDO Wealth Advisors's WBS Position: Q2 2023 in Review

BDO Wealth Advisors held its Webster Financial (WBS) position steady in Q2 2023 at 14 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #932.

BDO Wealth Advisors first reported a position in WBS in Q1 2020 and has held it in 8 quarters since. The position peaked at $6K in Q1 2020. 436 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

BDO Wealth Advisors held 14 shares of Webster Financial worth $529 as of Q2 2023.
BDO Wealth Advisors left its Webster Financial share count unchanged in Q2 2023.
Webster Financial made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #932 holding.
BDO Wealth Advisors first reported a position in Webster Financial in Q1 2020 and has held it in 8 quarters since.
BDO Wealth Advisors's Webster Financial position peaked at $6K in Q1 2020.
436 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.