PWP
WBS icon

Principle Wealth Partners’s Webster Financial WBS Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-1,770
Closed -$51K – 433
2020
Q2 		$51K Buy
+1,770
New +$46.9K 0.02% 274

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principle Wealth Partners's WBS Position: Q3 2020 in Review

Principle Wealth Partners sold out of Webster Financial (WBS) in Q3 2020, closing a stake of 1,770 shares — an estimated $51K sold.

Principle Wealth Partners first reported a position in WBS in Q2 2020 and held it in 1 quarter. The position peaked at $51K in Q2 2020. 255 funds tracked by Wall St. Rank hold WBS as of Q3 2020.

  • Principle Wealth Partners reported no remaining Webster Financial position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,770 Webster Financial shares in Q3 2020, an estimated $51K.
  • Principle Wealth Partners first reported a position in Webster Financial in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Webster Financial position peaked at $51K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Webster Financial as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.