RPWA
WBS

Regent Peak Wealth Advisors’s Webster Financial WBS Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-13
Closed -$1K – 990
2020
Q4 		$1K Buy
+13
New +$469 ﹤0.01% 1011

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Regent Peak Wealth Advisors's WBS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Webster Financial (WBS) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in WBS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 299 funds tracked by Wall St. Rank hold WBS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Webster Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 13 Webster Financial shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Webster Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Webster Financial position peaked at $1K in Q4 2020.
  • 299 funds tracked by Wall St. Rank held Webster Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.