Mascoma Wealth Management’s Webster Financial WBS Stock Holding History

Mascoma Wealth Management’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
2023 Q1	–	Sell	-412	Closed	-$19.5K	–	630
2022 Q4	$19.5K	Hold	412	–	–	0.01%	333
2022 Q3	$19K	Hold	412	–	–	0.01%	333
2022 Q2	$17K	Hold	412	–	–	0.01%	361
2022 Q1	$23K	Hold	412	–	–	0.01%	350
2021 Q4	$23K	Hold	412	–	–	0.01%	314
2021 Q3	$22K	Buy	+412	New	+$20.5K	0.01%	288
2021 Q2	–	Sell	-412	Closed	-$23K	–	427
2021 Q1	$23K	Buy	+412	New	+$21.9K	0.01%	282
2019 Q3	–	Sell	-412	Closed	-$20K	–	338
2019 Q2	$20K	Hold	412	–	–	0.01%	230
2019 Q1	$21K	Hold	412	–	–	0.01%	221
2018 Q4	$20K	Hold	412	–	–	0.02%	215
2018 Q3	$24K	Hold	412	–	–	0.02%	222
2018 Q2	$26K	Hold	412	–	–	0.02%	205
2018 Q1	$23K	Hold	412	–	–	0.02%	210
2017 Q4	$23K	Hold	412	–	–	0.01%	206
2017 Q3	$22K	Hold	412	–	–	0.01%	226
2017 Q2	$22K	Hold	412	–	–	0.01%	229
2017 Q1	$21K	Hold	412	–	–	0.02%	214
2016 Q4	$22K	Buy	+412	New	+$18.9K	0.02%	206

Other funds holding WBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mascoma Wealth Management's WBS Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 412 shares — an estimated $19.5K sold.

Mascoma Wealth Management first reported a position in WBS in Q4 2016 and held it in 18 quarters. The position peaked at $26K in Q2 2018. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

Mascoma Wealth Management reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 412 Webster Financial shares in Q1 2023, an estimated $19.5K.
Mascoma Wealth Management first reported a position in Webster Financial in Q4 2016 and held it in 18 quarters.
Mascoma Wealth Management's Webster Financial position peaked at $26K in Q2 2018.
457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.