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Financial Network Wealth Advisors’s Webster Financial WBS Stock Holding History

Financial Network Wealth Advisors’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
2024
Q4 		– Sell
-25
Closed -$1.17K – 848
2024
Q3 		$1.17K Sell
25
-19
-43% -$872 ﹤0.01% 729
2024
Q2 		$1.93K Buy
+44
New +$1.96K ﹤0.01% 742

Other funds holding WBS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Network Wealth Advisors's WBS Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 25 shares — an estimated $1.17K sold.

Financial Network Wealth Advisors first reported a position in WBS in Q2 2024 and held it in 2 quarters. The position peaked at $1.93K in Q2 2024. 470 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 25 Webster Financial shares in Q4 2024, an estimated $1.17K.
  • Financial Network Wealth Advisors first reported a position in Webster Financial in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Webster Financial position peaked at $1.93K in Q2 2024.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.