Koshinski Asset Management
WBS

Koshinski Asset Management’s Webster Financial WBS Stock Holding History

Koshinski Asset 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
-39
Closed -$2.19K – 1948
2022
Q1 		$2.19K Buy
39
+25
+179% +$1.48K ﹤0.01% 1955
2021
Q4 		$782 Buy
+14
New +$788 ﹤0.01% 2094

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Koshinski Asset Management's WBS Position: Q2 2022 in Review

Koshinski Asset Management sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 39 shares — an estimated $2.19K sold.

Koshinski Asset Management first reported a position in WBS in Q4 2021 and held it in 2 quarters. The position peaked at $2.19K in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Koshinski Asset Management reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 39 Webster Financial shares in Q2 2022, an estimated $2.19K.
  • Koshinski Asset Management first reported a position in Webster Financial in Q4 2021 and held it in 2 quarters.
  • Koshinski Asset Management's Webster Financial position peaked at $2.19K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.