Evoke Wealth’s Webster Financial WBS Stock Holding History

Evoke Wealth’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	-183	Closed	-$8K	–	1281
2022 Q2	$8K	Buy	+183	New	+$8.81K	﹤0.01%	816

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evoke Wealth's WBS Position: Q3 2022 in Review

Evoke Wealth sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 183 shares — an estimated $8K sold.

Evoke Wealth first reported a position in WBS in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

Evoke Wealth reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 183 Webster Financial shares in Q3 2022, an estimated $8K.
Evoke Wealth first reported a position in Webster Financial in Q2 2022 and held it in 1 quarter.
Evoke Wealth's Webster Financial position peaked at $8K in Q2 2022.
430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.