LWA
WBS.PRG

Lenox Wealth Advisors’s Webster Financial Corp 6.50% Series G Preferred Stock WBS.PRG Stock Holding History

Lenox Wealth Advisors’s Portfolio WBS.PRG Stock Details WBS.PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$39K Buy
+1,559
New +$39.8K ﹤0.01% 275

Other funds holding WBS.PRG

RMC
Resources Management Corp West Hartford, Connecticut $794M AUM 25.46% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in Webster Financial Corp 6.50% Series G Preferred Stock (WBS.PRG) in Q1 2022: 1,559 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings.

4 funds tracked by Wall St. Rank hold WBS.PRG as of Q1 2022.

  • Lenox Wealth Advisors held 1,559 shares of Webster Financial Corp 6.50% Series G Preferred Stock worth $39K as of Q1 2022.
  • Webster Financial Corp 6.50% Series G Preferred Stock was a new Lenox Wealth Advisors position in Q1 2022.
  • Webster Financial Corp 6.50% Series G Preferred Stock made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #275 holding.
  • 4 funds tracked by Wall St. Rank held Webster Financial Corp 6.50% Series G Preferred Stock as of Q1 2022.

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