KIA
WBS

Kraematon Investment Advisors’s Webster Financial WBS Stock Holding History

Kraematon Investment Advisors’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
-455
Closed -$21.5K – 252
2022
Q4 		$21.5K Buy
+455
New +$22.8K 0.02% 166

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

Kraematon Investment Advisors's WBS Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 455 shares — an estimated $21.5K sold.

Kraematon Investment Advisors first reported a position in WBS in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • Kraematon Investment Advisors reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
  • Kraematon Investment Advisors sold 455 Webster Financial shares in Q1 2023, an estimated $21.5K.
  • Kraematon Investment Advisors first reported a position in Webster Financial in Q4 2022 and held it in 1 quarter.
  • Kraematon Investment Advisors's Webster Financial position peaked at $21.5K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.