Palisades Hudson Asset Management’s Webster Financial WBS Stock Holding History

Palisades Hudson Asset 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
2022 Q3	–	Sell	-5,264	Closed	-$222K	–	104
2022 Q2	$222K	Buy	5,264 +43	+0.8%	+$2.07K	0.12%	93
2022 Q1	$293K	Buy	5,221 +34	+0.7%	+$2.02K	0.14%	89
2021 Q4	$290K	Buy	5,187 +35	+0.7%	+$1.97K	0.12%	92
2021 Q3	$281K	Buy	5,152 +41	+0.8%	+$2.04K	0.13%	88
2021 Q2	$273K	Buy	5,111 +37	+0.7%	+$2.05K	0.12%	93
2021 Q1	$280K	Buy	5,074 +35	+0.7%	+$1.86K	0.13%	86
2020 Q4	$212K	Buy	+5,039	New	+$182K	0.11%	100
2020 Q1	–	Sell	-4,796	Closed	-$256K	–	109
2019 Q4	$256K	Buy	4,796 +39	+0.8%	+$1.88K	0.16%	85
2019 Q3	$223K	Buy	4,757 +41	+0.9%	+$1.94K	0.16%	86
2019 Q2	$225K	Buy	4,716 +38	+0.8%	+$1.89K	0.16%	87
2019 Q1	$237K	Buy	4,678 +27	+0.6%	+$1.46K	0.15%	85
2018 Q4	$229K	Buy	+4,651	New	+$266K	0.13%	100

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Palisades Hudson Asset Management's WBS Position: Q3 2022 in Review

Palisades Hudson Asset Management sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 5,264 shares — an estimated $222K sold.

Palisades Hudson Asset Management first reported a position in WBS in Q4 2018 and held it in 12 quarters. The position peaked at $293K in Q1 2022. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

Palisades Hudson Asset Management reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
Palisades Hudson Asset Management sold 5,264 Webster Financial shares in Q3 2022, an estimated $222K.
Palisades Hudson Asset Management first reported a position in Webster Financial in Q4 2018 and held it in 12 quarters.
Palisades Hudson Asset Management's Webster Financial position peaked at $293K in Q1 2022.
430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2022, filed 28 Oct 2022.