DI
WBS

Disciplined Investments’s Webster Financial WBS Stock Holding History

Disciplined Investments’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
-27
Closed -$1.02K – 1534
2023
Q2 		$1.02K Sell
27
-7
-21% -$258 ﹤0.01% 959
2023
Q1 		$1.34K Buy
34
+14
+70% +$672 ﹤0.01% 841
2022
Q4 		$947 Sell
20
-15
-43% -$751 ﹤0.01% 930
2022
Q3 		$2K Buy
35
+15
+75% +$694 ﹤0.01% 741
2022
Q2 		$1K Sell
20
-19
-49% -$915 ﹤0.01% 1162
2022
Q1 		$2K Buy
+39
New +$2.31K ﹤0.01% 814

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

Disciplined Investments's WBS Position: Q3 2023 in Review

Disciplined Investments sold out of Webster Financial (WBS) in Q3 2023, closing a stake of 27 shares — an estimated $1.02K sold.

Disciplined Investments first reported a position in WBS in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 444 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • Disciplined Investments reported no remaining Webster Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 27 Webster Financial shares in Q3 2023, an estimated $1.02K.
  • Disciplined Investments first reported a position in Webster Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Webster Financial position peaked at $2K in Q3 2022.
  • 444 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.