CWP
WBS

Concord Wealth Partners’s Webster Financial WBS Stock Holding History

Concord Wealth Partners’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
-138
Closed -$6K – 1150
2022
Q2 		$6K Sell
138
-424
-75% -$20.4K ﹤0.01% 799
2022
Q1 		$32K Sell
562
-47
-8% -$2.79K 0.01% 525
2021
Q4 		$34K Buy
609
+497
+444% +$28K 0.01% 526
2021
Q3 		$6K Sell
112
-343
-75% -$17.1K ﹤0.01% 564
2021
Q2 		$24K Buy
455
+38
+9% +$2.11K 0.01% 472
2021
Q1 		$23K Buy
+417
New +$22.2K 0.01% 460

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concord Wealth Partners's WBS Position: Q3 2022 in Review

Concord Wealth Partners sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 138 shares — an estimated $6K sold.

Concord Wealth Partners first reported a position in WBS in Q1 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

  • Concord Wealth Partners reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 138 Webster Financial shares in Q3 2022, an estimated $6K.
  • Concord Wealth Partners first reported a position in Webster Financial in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Webster Financial position peaked at $34K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.