MCC
WBS

Money Concepts Capital’s Webster Financial WBS Stock Holding History

Money Concepts Capital’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
-3,442
Closed -$163K – 2882
2022
Q4 		$163K Sell
3,442
-45
-1% -$2.25K 0.01% 775
2022
Q3 		$158K Buy
3,487
+45
+1% +$2.08K 0.01% 470
2022
Q2 		$147K Sell
3,442
-23
-0.7% -$1.11K 0.01% 481
2022
Q1 		$194K Buy
+3,465
New +$206K 0.01% 757

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's WBS Position: Q1 2023 in Review

Money Concepts Capital sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 3,442 shares — an estimated $163K sold.

Money Concepts Capital first reported a position in WBS in Q1 2022 and held it in 4 quarters. The position peaked at $194K in Q1 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • Money Concepts Capital reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,442 Webster Financial shares in Q1 2023, an estimated $163K.
  • Money Concepts Capital first reported a position in Webster Financial in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Webster Financial position peaked at $194K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.