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Loring Wolcott & Coolidge Fiduciary Advisors’s Webster Financial WBS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-37
Closed -$2K – 940
2021
Q2 		$2K Buy
+37
New +$2.05K ﹤0.01% 901

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State Street
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WA
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
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Pzena Investment Management
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WBS Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Webster Financial (WBS) in Q3 2021, closing a stake of 37 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WBS in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 291 funds tracked by Wall St. Rank hold WBS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Webster Financial position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 37 Webster Financial shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Webster Financial in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Webster Financial position peaked at $2K in Q2 2021.
  • 291 funds tracked by Wall St. Rank held Webster Financial as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.