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Comprehensive Financial Consultants Institutional’s Webster Financial WBS Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-403
Closed -$24K – 498
2021
Q4 		$24K Buy
+403
New +$22.7K 0.02% 292

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WBS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Webster Financial (WBS) in Q1 2022, closing a stake of 403 shares — an estimated $24K sold.

Comprehensive Financial Consultants Institutional first reported a position in WBS in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 449 funds tracked by Wall St. Rank hold WBS as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Webster Financial position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 403 Webster Financial shares in Q1 2022, an estimated $24K.
  • Comprehensive Financial Consultants Institutional first reported a position in Webster Financial in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Webster Financial position peaked at $24K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Webster Financial as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.