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Janiczek Wealth Management’s Webster Financial WBS Stock Holding History

Janiczek 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 		$3.44K Buy
+79
New +$3.52K ﹤0.01% 782
2023
Q2 		– Sell
-421
Closed -$15.7K – 1025
2023
Q1 		$15.7K Buy
+421
New +$20.2K ﹤0.01% 491

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

Janiczek Wealth Management's WBS Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Webster Financial (WBS) in Q2 2024: 79 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in WBS as recently as Q1 2023.

Janiczek Wealth Management first reported a position in WBS in Q1 2023 and has held it in 2 quarters since. The position peaked at $15.7K in Q1 2023. 455 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • Janiczek Wealth Management held 79 shares of Webster Financial worth $3.44K as of Q2 2024.
  • Webster Financial was a new Janiczek Wealth Management position in Q2 2024.
  • Webster Financial made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #782 holding.
  • Janiczek Wealth Management first reported a position in Webster Financial in Q1 2023 and has held it in 2 quarters since.
  • Janiczek Wealth Management's Webster Financial position peaked at $15.7K in Q1 2023.
  • 455 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.