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Legacy Wealth Management (Mississippi)’s Webster Financial WBS Stock Holding History

Legacy Wealth Management (Mississippi)’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
2025
Q1 		– Sell
-4,795
Closed -$265K – 103
2024
Q4 		$265K Sell
4,795
-1,180
-20% -$64.8K 0.11% 82
2024
Q3 		$278K Sell
5,975
-13,630
-70% -$626K 0.1% 87
2024
Q2 		$855K Sell
19,605
-895
-4% -$39.9K 0.36% 47
2024
Q1 		$1.04M Hold
20,500
– – 0.47% 42
2023
Q4 		$1.04M Sell
20,500
-2,585
-11% -$112K 0.5% 43
2023
Q3 		$931K Sell
23,085
-7,685
-25% -$327K 0.48% 47
2023
Q2 		$1.16M Sell
30,770
-55
-0.2% -$2.03K 0.58% 43
2023
Q1 		$1.22M Hold
30,825
– – 0.67% 39
2022
Q4 		$1.46M Sell
30,825
-2,515
-8% -$126K 0.86% 34
2022
Q3 		$1.51M Hold
33,340
– – 1.02% 31
2022
Q2 		$1.41M Buy
+33,340
New +$1.61M 0.85% 39

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s WBS Position: Q1 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 4,795 shares — an estimated $265K sold.

Legacy Wealth Management (Mississippi) first reported a position in WBS in Q2 2022 and held it in 11 quarters. The position peaked at $1.51M in Q3 2022. 491 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Legacy Wealth Management (Mississippi) reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 4,795 Webster Financial shares in Q1 2025, an estimated $265K.
  • Legacy Wealth Management (Mississippi) first reported a position in Webster Financial in Q2 2022 and held it in 11 quarters.
  • Legacy Wealth Management (Mississippi)'s Webster Financial position peaked at $1.51M in Q3 2022.
  • 491 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2025, filed 3 Apr 2025.