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Fortitude Advisory Group’s Webster Financial WBS Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-96
Closed -$5K – 1289
2022
Q1 		$5K Hold
96
– – ﹤0.01% 1174
2021
Q4 		$5K Buy
+96
New +$5.41K ﹤0.01% 1201

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fortitude Advisory Group's WBS Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 96 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in WBS in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 96 Webster Financial shares in Q2 2022, an estimated $5K.
  • Fortitude Advisory Group first reported a position in Webster Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Webster Financial position peaked at $5K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.