Mission Wealth Management’s Webster Financial WBS Stock Holding History

Mission 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 Q2	–	Sell	-12,726	Closed	-$502K	–	571
2023 Q1	$502K	Sell	12,726 -429	-3%	-$20.6K	0.02%	333
2022 Q4	$623K	Buy	13,155 +593	+5%	+$29.7K	0.03%	283
2022 Q3	$568K	Buy	12,562 +15	+0.1%	+$694	0.03%	277
2022 Q2	$529K	Buy	12,547 +3,233	+35%	+$156K	0.03%	285
2022 Q1	$523K	Buy	9,314 +1,890	+25%	+$112K	0.02%	304
2021 Q4	$415K	Buy	7,424 +203	+3%	+$11.4K	0.02%	359
2021 Q3	$393K	Sell	7,221 -127	-2%	-$6.32K	0.02%	347
2021 Q2	$392K	Sell	7,348 -32	-0.4%	-$1.77K	0.02%	338
2021 Q1	$407K	Buy	7,380 +1,236	+20%	+$65.8K	0.02%	304
2020 Q4	$259K	Buy	+6,144	New	+$222K	0.02%	357

Other funds holding WBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

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

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return