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Morton Brown Family Wealth’s Webster Financial WBS Stock Holding History

Morton Brown Family Wealth’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
-28
Closed -$1.1K – 291
2023
Q1 		$1.1K Buy
+28
New +$1.34K ﹤0.01% 258

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morton Brown Family Wealth's WBS Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 28 shares — an estimated $1.1K sold.

Morton Brown Family Wealth first reported a position in WBS in Q1 2023 and held it in 1 quarter. The position peaked at $1.1K in Q1 2023. 436 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 28 Webster Financial shares in Q2 2023, an estimated $1.1K.
  • Morton Brown Family Wealth first reported a position in Webster Financial in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Webster Financial position peaked at $1.1K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.