BSW
WBS

Buckingham Strategic Wealth’s Webster Financial WBS Stock Holding History

Buckingham Strategic Wealth’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
-12,445
Closed -$563K – 666
2022
Q3 		$563K Sell
12,445
-44
-0.4% -$2.04K 0.01% 343
2022
Q2 		$526K Sell
12,489
-5,562
-31% -$268K 0.01% 366
2022
Q1 		$1.01M Buy
+18,051
New +$1.07M 0.02% 258

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

Buckingham Strategic Wealth's WBS Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 12,445 shares — an estimated $563K sold.

Buckingham Strategic Wealth first reported a position in WBS in Q1 2022 and held it in 3 quarters. The position peaked at $1.01M in Q1 2022. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,445 Webster Financial shares in Q4 2022, an estimated $563K.
  • Buckingham Strategic Wealth first reported a position in Webster Financial in Q1 2022 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Webster Financial position peaked at $1.01M in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.