CYG
WBS

Clean Yield Group’s Webster Financial WBS Stock Holding History

Clean Yield Group’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
Q3 		– Sell
-48
Closed -$1.81K – 415
2023
Q2 		$1.81K Hold
48
– – ﹤0.01% 376
2023
Q1 		$1.89K Hold
48
– – ﹤0.01% 386
2022
Q4 		$2.27K Hold
48
– – ﹤0.01% 401
2022
Q3 		$2K Buy
+48
New +$2.22K ﹤0.01% 417

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clean Yield Group's WBS Position: Q3 2023 in Review

Clean Yield Group sold out of Webster Financial (WBS) in Q3 2023, closing a stake of 48 shares — an estimated $1.81K sold.

Clean Yield Group first reported a position in WBS in Q3 2022 and held it in 4 quarters. The position peaked at $2.27K in Q4 2022. 444 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • Clean Yield Group reported no remaining Webster Financial position as of Q3 2023 after selling out during the quarter.
  • Clean Yield Group sold 48 Webster Financial shares in Q3 2023, an estimated $1.81K.
  • Clean Yield Group first reported a position in Webster Financial in Q3 2022 and held it in 4 quarters.
  • Clean Yield Group's Webster Financial position peaked at $2.27K in Q4 2022.
  • 444 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.