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

ICA 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
2024
Q2 		– Sell
-1,649
Closed -$83.7K – 1328
2024
Q1 		$83.7K Hold
1,649
– – 0.02% 444
2023
Q4 		$83.7K Buy
+1,649
New +$71.3K 0.02% 399
2023
Q3 		– Sell
-1,765
Closed -$66.6K – 1229
2023
Q2 		$66.6K Buy
+1,765
New +$65.2K 0.02% 427

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

ICA Group Wealth Management's WBS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 1,649 shares — an estimated $83.7K sold.

ICA Group Wealth Management first reported a position in WBS in Q2 2023 and held it in 3 quarters. The position peaked at $83.7K in Q1 2024. 455 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,649 Webster Financial shares in Q2 2024, an estimated $83.7K.
  • ICA Group Wealth Management first reported a position in Webster Financial in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's Webster Financial position peaked at $83.7K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.