JEST
WBS

JTC Employer Solutions Trustee’s Webster Financial WBS Stock Holding History

JTC Employer Solutions Trustee’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
Q1 		– Sell
-500
Closed -$24K – 401
2022
Q4 		$24K Hold
500
– – ﹤0.01% 312
2022
Q3 		$23K Hold
500
– – ﹤0.01% 256
2022
Q2 		$21K Hold
500
– – ﹤0.01% 235
2022
Q1 		$28K Hold
500
– – ﹤0.01% 236
2021
Q4 		$28K Hold
500
– – ﹤0.01% 238
2021
Q3 		$27K Buy
+500
New +$24.9K ﹤0.01% 244

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JTC Employer Solutions Trustee's WBS Position: Q1 2023 in Review

JTC Employer Solutions Trustee sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 500 shares — an estimated $24K sold.

JTC Employer Solutions Trustee first reported a position in WBS in Q3 2021 and held it in 6 quarters. The position peaked at $28K in Q1 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • JTC Employer Solutions Trustee reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
  • JTC Employer Solutions Trustee sold 500 Webster Financial shares in Q1 2023, an estimated $24K.
  • JTC Employer Solutions Trustee first reported a position in Webster Financial in Q3 2021 and held it in 6 quarters.
  • JTC Employer Solutions Trustee's Webster Financial position peaked at $28K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2023, filed 26 Apr 2023.