PCA
WBS

Personal Capital Advisors’s Webster Financial WBS Stock Holding History

Personal Capital 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
2022
Q4 		$235K Hold
4,962
– – ﹤0.01% 428
2022
Q3 		$224K Buy
+4,962
New +$230K ﹤0.01% 416

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Personal Capital Advisors's WBS Position: Q4 2022 in Review

Personal Capital Advisors held its Webster Financial (WBS) position steady in Q4 2022 at 4,962 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Personal Capital Advisors first reported a position in WBS in Q3 2022 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Personal Capital Advisors held 4,962 shares of Webster Financial worth $235K as of Q4 2022.
  • Personal Capital Advisors left its Webster Financial share count unchanged in Q4 2022.
  • Webster Financial made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #428 holding.
  • Personal Capital Advisors first reported a position in Webster Financial in Q3 2022 and has held it in 2 quarters since.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.