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Retirement Planning Company of New England’s Webster Financial WBS Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-155
Closed -$8K – 882
2021
Q4 		$8K Buy
+155
New +$8.73K ﹤0.01% 695

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WA
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Planning Company of New England's WBS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Webster Financial (WBS) in Q1 2022, closing a stake of 155 shares — an estimated $8K sold.

Retirement Planning Company of New England first reported a position in WBS in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 449 funds tracked by Wall St. Rank hold WBS as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Webster Financial position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 155 Webster Financial shares in Q1 2022, an estimated $8K.
  • Retirement Planning Company of New England first reported a position in Webster Financial in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Webster Financial position peaked at $8K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Webster Financial as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.