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Brooks Moore & Associates’s Webster Financial WBS Stock Holding History

Brooks Moore & Associates’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 		– Sell
-7,025
Closed -$296K – 88
2022
Q2 		$296K Sell
7,025
-17,400
-71% -$838K 0.21% 71
2022
Q1 		$1.37M Buy
24,425
+8,800
+56% +$522K 0.84% 43
2021
Q4 		$873K Buy
+15,625
New +$880K 0.51% 50

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brooks Moore & Associates's WBS Position: Q3 2022 in Review

Brooks Moore & Associates sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 7,025 shares — an estimated $296K sold.

Brooks Moore & Associates first reported a position in WBS in Q4 2021 and held it in 3 quarters. The position peaked at $1.37M in Q1 2022. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

  • Brooks Moore & Associates reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
  • Brooks Moore & Associates sold 7,025 Webster Financial shares in Q3 2022, an estimated $296K.
  • Brooks Moore & Associates first reported a position in Webster Financial in Q4 2021 and held it in 3 quarters.
  • Brooks Moore & Associates's Webster Financial position peaked at $1.37M in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Brooks Moore & Associates's 13F filing for Q3 2022, filed 17 Nov 2022.