FGAM
WBS

Financial Gravity Asset Management’s Webster Financial WBS Stock Holding History

Financial Gravity Asset Management’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
-38
Closed -$169 – 1781
2023
Q2 		$169 Buy
+38
New +$1.4K ﹤0.01% 1210
2023
Q1 		– Sell
-47
Closed -$222 – 1681
2022
Q4 		$222 Buy
+47
New +$2.35K ﹤0.01% 919
2021
Q3 		– Sell
-1
Closed -$53K – 1018
2021
Q2 		$53K Buy
+1
New +$55 0.02% 548

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

Financial Gravity Asset Management's WBS Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Webster Financial (WBS) in Q3 2023, closing a stake of 38 shares — an estimated $169 sold.

Financial Gravity Asset Management first reported a position in WBS in Q2 2021 and held it in 3 quarters. The position peaked at $53K in Q2 2021. 444 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Webster Financial position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 38 Webster Financial shares in Q3 2023, an estimated $169.
  • Financial Gravity Asset Management first reported a position in Webster Financial in Q2 2021 and held it in 3 quarters.
  • Financial Gravity Asset Management's Webster Financial position peaked at $53K in Q2 2021.
  • 444 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.