Paces Ferry Wealth Advisors’s Webster Financial WBS Stock Holding History

Paces Ferry Wealth Advisors’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
2020 Q4	–	Sell	-16	Closed	–	–	1093
2020 Q3	$0	Buy	+16	New	+$433	﹤0.01%	1258

Other funds holding WBS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Paces Ferry Wealth Advisors's WBS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Webster Financial (WBS) in Q4 2020, closing a stake of 16 shares.

Paces Ferry Wealth Advisors first reported a position in WBS in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 272 funds tracked by Wall St. Rank hold WBS as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Webster Financial position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 16 Webster Financial shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in Webster Financial in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Webster Financial position peaked at $0 in Q3 2020.
272 funds tracked by Wall St. Rank held Webster Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.