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Carroll Financial Associates’s Webster Financial WBS Stock Holding History

Carroll Financial 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
2021
Q4 		$4K Hold
85
– – ﹤0.01% 1402
2021
Q3 		$4K Hold
85
– – ﹤0.01% 1447
2021
Q2 		$4K Hold
85
– – ﹤0.01% 1494
2021
Q1 		$4K Buy
85
+50
+143% +$2.66K ﹤0.01% 1424
2020
Q4 		$1K Hold
35
– – ﹤0.01% 1492
2020
Q3 		$0 Hold
35
– – ﹤0.01% 1697
2020
Q2 		$1K Hold
35
– – ﹤0.01% 1473
2020
Q1 		$0 Hold
35
– – ﹤0.01% 1697
2019
Q4 		$1K Hold
35
– – ﹤0.01% 1487
2019
Q3 		$1K Hold
35
– – ﹤0.01% 1467
2019
Q2 		$1K Buy
+35
New +$1.74K ﹤0.01% 1525

Other funds holding WBS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carroll Financial Associates's WBS Position: Q4 2021 in Review

Carroll Financial Associates held its Webster Financial (WBS) position steady in Q4 2021 at 85 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Carroll Financial Associates first reported a position in WBS in Q2 2019 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold WBS as of Q4 2021.

  • Carroll Financial Associates held 85 shares of Webster Financial worth $4K as of Q4 2021.
  • Carroll Financial Associates left its Webster Financial share count unchanged in Q4 2021.
  • Webster Financial made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1402 holding.
  • Carroll Financial Associates first reported a position in Webster Financial in Q2 2019 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held Webster Financial as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.