EI
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Ellevest Inc’s Webster Financial WBS Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-1,873
Closed -$73.8K – 1632
2023
Q1 		$73.8K Buy
1,873
+64
+4% +$3.07K 0.01% 515
2022
Q4 		$85.6K Buy
1,809
+146
+9% +$7.31K 0.01% 482
2022
Q3 		$75K Sell
1,663
-255
-13% -$11.8K 0.01% 476
2022
Q2 		$81K Buy
1,918
+429
+29% +$20.7K 0.01% 457
2022
Q1 		$84K Buy
1,489
+1,443
+3,137% +$85.7K 0.01% 438
2021
Q4 		$3K Buy
46
+33
+254% +$1.86K ﹤0.01% 1114
2021
Q3 		$1K Buy
+13
New +$647 ﹤0.01% 1334
2020
Q2 		– Sell
-35
Closed -$1K – 1379
2020
Q1 		$1K Buy
+35
New +$1.42K ﹤0.01% 1001

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return