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Investors Asset Management of Georgia’s Webster Financial WBS Stock Holding History

Investors Asset Management of Georgia’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
-48
Closed -$2K – 524
2022
Q3 		$2K Hold
48
– – ﹤0.01% 579
2022
Q2 		$2K Buy
+48
New +$2.31K ﹤0.01% 533

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 $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Investors Asset Management of Georgia's WBS Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 48 shares — an estimated $2K sold.

Investors Asset Management of Georgia first reported a position in WBS in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 48 Webster Financial shares in Q4 2022, an estimated $2K.
  • Investors Asset Management of Georgia first reported a position in Webster Financial in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Webster Financial position peaked at $2K in Q3 2022.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.