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WBS

Howe & Rusling’s Webster Financial WBS Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-147
Closed -$7K – 1041
2022
Q3 		$7K Buy
147
+56
+62% +$2.59K ﹤0.01% 606
2022
Q2 		$4K Sell
91
-5
-5% -$241 ﹤0.01% 734
2022
Q1 		$5K Buy
+96
New +$5.7K ﹤0.01% 675

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Howe & Rusling's WBS Position: Q4 2022 in Review

Howe & Rusling sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 147 shares — an estimated $7K sold.

Howe & Rusling first reported a position in WBS in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q3 2022. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Howe & Rusling reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 147 Webster Financial shares in Q4 2022, an estimated $7K.
  • Howe & Rusling first reported a position in Webster Financial in Q1 2022 and held it in 3 quarters.
  • Howe & Rusling's Webster Financial position peaked at $7K in Q3 2022.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.