PFS
WBS

Prospera Financial Services’s Webster Financial WBS Stock Holding History

Prospera Financial Services’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
-1,042
Closed -$44K – 1579
2022
Q2 		$44K Hold
1,042
– – ﹤0.01% 1054
2022
Q1 		$58K Buy
+1,042
New +$61.9K ﹤0.01% 1310
2020
Q4 		– Sell
-911
Closed -$24K – 1573
2020
Q3 		$24K Buy
+911
New +$24.7K 0.01% 854

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prospera Financial Services's WBS Position: Q3 2022 in Review

Prospera Financial Services sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 1,042 shares — an estimated $44K sold.

Prospera Financial Services first reported a position in WBS in Q3 2020 and held it in 3 quarters. The position peaked at $58K in Q1 2022. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

  • Prospera Financial Services reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,042 Webster Financial shares in Q3 2022, an estimated $44K.
  • Prospera Financial Services first reported a position in Webster Financial in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Webster Financial position peaked at $58K in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.