Lee Financial’s Webster Financial WBS Stock Holding History

Lee Financial’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	-34	Closed	-$1.61K	–	963
2022 Q4	$1.61K	Buy	+34	New	+$1.7K	﹤0.01%	733
2020 Q3	–	Sell	-140	Closed	-$4K	–	577
2020 Q2	$4K	Sell	140 -130	-48%	-$3.44K	﹤0.01%	456
2020 Q1	$6K	Hold	270	–	–	﹤0.01%	367
2019 Q4	$14K	Hold	270	–	–	﹤0.01%	305
2019 Q3	$13K	Buy	270 +80	+42%	+$3.78K	﹤0.01%	311
2019 Q2	$9K	Hold	190	–	–	﹤0.01%	375
2019 Q1	$10K	Buy	190 +20	+12%	+$1.08K	﹤0.01%	346
2018 Q4	$8K	Hold	170	–	–	﹤0.01%	326
2018 Q3	$10K	Hold	170	–	–	﹤0.01%	334
2018 Q2	$11K	Hold	170	–	–	﹤0.01%	463
2018 Q1	$9K	Hold	170	–	–	﹤0.01%	510
2017 Q4	$10K	Hold	170	–	–	﹤0.01%	334
2017 Q3	$9K	Hold	170	–	–	﹤0.01%	360
2017 Q2	$9K	Hold	170	–	–	﹤0.01%	346
2017 Q1	$9K	Sell	170 -5	-3%	-$267	﹤0.01%	299
2016 Q4	$9K	Buy	+175	New	+$8.04K	0.01%	310

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lee Financial's WBS Position: Q1 2023 in Review

Lee Financial sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 34 shares — an estimated $1.61K sold.

Lee Financial first reported a position in WBS in Q4 2016 and held it in 16 quarters. The position peaked at $14K in Q4 2019. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

Lee Financial reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 34 Webster Financial shares in Q1 2023, an estimated $1.61K.
Lee Financial first reported a position in Webster Financial in Q4 2016 and held it in 16 quarters.
Lee Financial's Webster Financial position peaked at $14K in Q4 2019.
457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.