PMFA
WBS

Plante Moran Financial Advisors’s Webster Financial WBS Stock Holding History

Plante Moran Financial 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 		– Sell
-122
Closed -$6K – 977
2022
Q3 		$6K Buy
+122
New +$5.65K ﹤0.01% 678
2018
Q1 		– Sell
-25
Closed -$1K – 1014
2017
Q4 		$1K Buy
+25
New +$1.37K ﹤0.01% 849

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

Plante Moran Financial Advisors's WBS Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 122 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in WBS in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 122 Webster Financial shares in Q4 2022, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Webster Financial in Q4 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Webster Financial position peaked at $6K in Q3 2022.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.