My Personal CFO LLC’s Webster Financial WBS Stock Holding History

My Personal CFO LLC’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	-15	Closed	-$710	–	822
2022 Q4	$710	Buy	+15	New	+$751	﹤0.01%	692

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

My Personal CFO LLC's WBS Position: Q1 2023 in Review

My Personal CFO LLC sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 15 shares — an estimated $710 sold.

My Personal CFO LLC first reported a position in WBS in Q4 2022 and held it in 1 quarter. The position peaked at $710 in Q4 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

My Personal CFO LLC reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 15 Webster Financial shares in Q1 2023, an estimated $710.
My Personal CFO LLC first reported a position in Webster Financial in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Webster Financial position peaked at $710 in Q4 2022.
457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.