FWM
WBS

Focused Wealth Management’s Webster Financial WBS Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-205
Closed -$10.4K – 969
2023
Q4 		$10.4K Hold
205
– – ﹤0.01% 544
2023
Q3 		$8.26K Hold
205
– – ﹤0.01% 560
2023
Q2 		$7.74K Hold
205
– – ﹤0.01% 592
2023
Q1 		$8.08K Hold
205
– – ﹤0.01% 576
2022
Q4 		$9.71K Hold
205
– – ﹤0.01% 535
2022
Q3 		$9K Hold
205
– – ﹤0.01% 516
2022
Q2 		$9K Hold
205
– – ﹤0.01% 521
2022
Q1 		$12K Buy
+205
New +$12.2K ﹤0.01% 526

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Focused Wealth Management's WBS Position: Q1 2024 in Review

Focused Wealth Management sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 205 shares — an estimated $10.4K sold.

Focused Wealth Management first reported a position in WBS in Q1 2022 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 471 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Focused Wealth Management reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 205 Webster Financial shares in Q1 2024, an estimated $10.4K.
  • Focused Wealth Management first reported a position in Webster Financial in Q1 2022 and held it in 8 quarters.
  • Focused Wealth Management's Webster Financial position peaked at $12K in Q1 2022.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.