HGWM
WBS

Harvest Group Wealth Management’s Webster Financial WBS Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-50
Closed -$2K – 709
2020
Q4 		$2K Hold
50
– – ﹤0.01% 393
2020
Q3 		$1K Hold
50
– – ﹤0.01% 536
2020
Q2 		$1K Buy
50
+36
+257% +$954 ﹤0.01% 437
2020
Q1 		$0 Sell
14
-38
-73% -$1.55K ﹤0.01% 1033
2019
Q4 		$2K Hold
52
– – ﹤0.01% 679
2019
Q3 		$2K Buy
+52
New +$2.46K ﹤0.01% 780
2019
Q2 		– Sell
-1,145
Closed -$58K – 1014
2019
Q1 		$58K Buy
+1,145
New +$62.1K 0.05% 81

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harvest Group Wealth Management's WBS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Webster Financial (WBS) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WBS in Q1 2019 and held it in 7 quarters. The position peaked at $58K in Q1 2019. 299 funds tracked by Wall St. Rank hold WBS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Webster Financial position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 50 Webster Financial shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Webster Financial in Q1 2019 and held it in 7 quarters.
  • Harvest Group Wealth Management's Webster Financial position peaked at $58K in Q1 2019.
  • 299 funds tracked by Wall St. Rank held Webster Financial as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.