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CSat Investment Advisory’s Webster Financial WBS Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-297
Closed -$8K – 962
2020
Q3 		$8K Buy
297
+41
+16% +$1.11K ﹤0.01% 1067
2020
Q2 		$7K Sell
256
-54
-17% -$1.43K ﹤0.01% 1086
2020
Q1 		$7K Buy
310
+53
+21% +$2.16K ﹤0.01% 984
2019
Q4 		$14K Buy
257
+39
+18% +$1.88K ﹤0.01% 900
2019
Q3 		$10K Buy
218
+30
+16% +$1.42K ﹤0.01% 937
2019
Q2 		$9K Buy
+188
New +$9.37K ﹤0.01% 922

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's WBS Position: Q4 2020 in Review

CSat Investment Advisory sold out of Webster Financial (WBS) in Q4 2020, closing a stake of 297 shares — an estimated $8K sold.

CSat Investment Advisory first reported a position in WBS in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 272 funds tracked by Wall St. Rank hold WBS as of Q4 2020.

  • CSat Investment Advisory reported no remaining Webster Financial position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 297 Webster Financial shares in Q4 2020, an estimated $8K.
  • CSat Investment Advisory first reported a position in Webster Financial in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Webster Financial position peaked at $14K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Webster Financial as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.