JGIA
WBS

Jackson Grant Investment Advisers’s Webster Financial WBS Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-400
Closed -$15.8K – 472
2023
Q1 		$15.8K Hold
400
– – 0.01% 274
2022
Q4 		$18.9K Hold
400
– – 0.01% 259
2022
Q3 		$18K Hold
400
– – 0.01% 269
2022
Q2 		$17K Hold
400
– – 0.01% 285
2022
Q1 		$22K Buy
+400
New +$23.7K 0.01% 273

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jackson Grant Investment Advisers's WBS Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 400 shares — an estimated $15.8K sold.

Jackson Grant Investment Advisers first reported a position in WBS in Q1 2022 and held it in 5 quarters. The position peaked at $22K in Q1 2022. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 400 Webster Financial shares in Q2 2023, an estimated $15.8K.
  • Jackson Grant Investment Advisers first reported a position in Webster Financial in Q1 2022 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's Webster Financial position peaked at $22K in Q1 2022.
  • 437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.