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Magnus Financial Group’s Webster Financial WBS Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-15,668
Closed -$448K – 637
2020
Q2 		$448K Buy
+15,668
New +$415K 0.05% 192

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnus Financial Group's WBS Position: Q3 2020 in Review

Magnus Financial Group sold out of Webster Financial (WBS) in Q3 2020, closing a stake of 15,668 shares — an estimated $448K sold.

Magnus Financial Group first reported a position in WBS in Q2 2020 and held it in 1 quarter. The position peaked at $448K in Q2 2020. 255 funds tracked by Wall St. Rank hold WBS as of Q3 2020.

  • Magnus Financial Group reported no remaining Webster Financial position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 15,668 Webster Financial shares in Q3 2020, an estimated $448K.
  • Magnus Financial Group first reported a position in Webster Financial in Q2 2020 and held it in 1 quarter.
  • Magnus Financial Group's Webster Financial position peaked at $448K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Webster Financial as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.