Lenox Wealth Advisors’s Webster Financial WBS Stock Holding History

Lenox Wealth 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
2022 Q1	$9K	Buy	185 +165	+825%	+$9.79K	﹤0.01%	506
2021 Q4	$1K	Buy	+20	New	+$1.13K	﹤0.01%	926
2020 Q2	–	Sell	-132	Closed	-$3K	–	805
2020 Q1	$3K	Buy	132 +87	+193%	+$3.54K	﹤0.01%	541
2019 Q4	$2K	Hold	45	–	–	﹤0.01%	635
2019 Q3	$2K	Buy	+45	New	+$2.13K	﹤0.01%	536
2019 Q2	–	Sell	-66	Closed	-$3K	–	582
2019 Q1	$3K	Buy	+66	New	+$3.58K	﹤0.01%	489
2018 Q2	–	Sell	-24	Closed	-$1K	–	655
2018 Q1	$1K	Buy	+24	New	+$1.36K	﹤0.01%	533
2017 Q4	–	Sell	-75	Closed	-$4K	–	464
2017 Q3	$4K	Buy	+75	New	+$3.75K	﹤0.01%	96

Other funds holding WBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Advisors's WBS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Webster Financial (WBS) stake by 825% in Q1 2022, buying an estimated $9.79K and bringing the position to 185 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Lenox Wealth Advisors first reported a position in WBS in Q3 2017 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold WBS as of Q1 2022.

Lenox Wealth Advisors held 185 shares of Webster Financial worth $9K as of Q1 2022.
Lenox Wealth Advisors bought 165 Webster Financial shares in Q1 2022, an estimated $9.79K.
Webster Financial made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #506 holding.
Lenox Wealth Advisors first reported a position in Webster Financial in Q3 2017 and has held it in 8 quarters since.
449 funds tracked by Wall St. Rank held Webster Financial as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.