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Beacon Capital Management LLC (Tennessee)’s Webster Financial WBS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q4 		– Sell
-38
Closed -$1.77K – 1213
2024
Q3 		$1.77K Buy
+38
New +$1.74K ﹤0.01% 1025

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Beacon Capital Management LLC (Tennessee)'s WBS Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 38 shares — an estimated $1.77K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WBS in Q3 2024 and held it in 1 quarter. The position peaked at $1.77K in Q3 2024. 470 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 38 Webster Financial shares in Q4 2024, an estimated $1.77K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Webster Financial in Q3 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s Webster Financial position peaked at $1.77K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.