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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mission Wealth Management's WBS Position: Q2 2023 in Review

Mission Wealth Management sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 12,726 shares — an estimated $502K sold.

Mission Wealth Management first reported a position in WBS in Q4 2020 and held it in 10 quarters. The position peaked at $623K in Q4 2022. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

Mission Wealth Management reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
Mission Wealth Management sold 12,726 Webster Financial shares in Q2 2023, an estimated $502K.
Mission Wealth Management first reported a position in Webster Financial in Q4 2020 and held it in 10 quarters.
Mission Wealth Management's Webster Financial position peaked at $623K in Q4 2022.
437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.