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Ironwood Investment Management’s Webster Financial WBS Stock Holding History

Ironwood Investment 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
2022
Q2 		– Sell
-5,000
Closed -$281K – 174
2022
Q1 		$281K Hold
5,000
– – 0.15% 143
2021
Q4 		$279K Sell
5,000
-400
-7% -$22.5K 0.14% 150
2021
Q3 		$294K Hold
5,400
– – 0.15% 145
2021
Q2 		$288K Buy
+5,400
New +$299K 0.15% 153

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

Ironwood Investment Management's WBS Position: Q2 2022 in Review

Ironwood Investment Management sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 5,000 shares — an estimated $281K sold.

Ironwood Investment Management first reported a position in WBS in Q2 2021 and held it in 4 quarters. The position peaked at $294K in Q3 2021. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Ironwood Investment Management reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Ironwood Investment Management sold 5,000 Webster Financial shares in Q2 2022, an estimated $281K.
  • Ironwood Investment Management first reported a position in Webster Financial in Q2 2021 and held it in 4 quarters.
  • Ironwood Investment Management's Webster Financial position peaked at $294K in Q3 2021.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Ironwood Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.