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Ridgewood Investments’s Webster Financial WBS Stock Holding History

Ridgewood Investments’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
2023
Q2 		– Sell
-1,775
Closed -$70K – 870
2023
Q1 		$70K Buy
+1,775
New +$85.2K 0.04% 289
2022
Q1 		– Sell
-8,799
Closed -$491K – 217
2021
Q4 		$491K Sell
8,799
-6,914
-44% -$389K 0.31% 106
2021
Q3 		$856K Buy
15,713
+2,736
+21% +$136K 0.58% 57
2021
Q2 		$692K Sell
12,977
-248
-2% -$13.7K 0.44% 80
2021
Q1 		$729K Sell
13,225
-902
-6% -$48K 0.45% 77
2020
Q4 		$373K Hold
14,127
– – 0.29% 110
2020
Q3 		$373K Sell
14,127
-1,935
-12% -$52.4K 0.29% 111
2020
Q2 		$460K Sell
16,062
-1,063
-6% -$28.2K 0.38% 96
2020
Q1 		$392K Buy
17,125
+1,376
+9% +$56K 0.4% 79
2019
Q4 		$840K Buy
15,749
+1,624
+11% +$78.1K 0.6% 44
2019
Q3 		$662K Buy
14,125
+2,385
+20% +$113K 0.52% 56
2019
Q2 		$561K Buy
11,740
+6,843
+140% +$341K 0.44% 66
2019
Q1 		$248K Buy
+4,897
New +$265K 0.2% 148

Other funds holding WBS

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ridgewood Investments's WBS Position: Q2 2023 in Review

Ridgewood Investments sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 1,775 shares — an estimated $70K sold.

Ridgewood Investments first reported a position in WBS in Q1 2019 and held it in 13 quarters. The position peaked at $856K in Q3 2021. 436 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Ridgewood Investments reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 1,775 Webster Financial shares in Q2 2023, an estimated $70K.
  • Ridgewood Investments first reported a position in Webster Financial in Q1 2019 and held it in 13 quarters.
  • Ridgewood Investments's Webster Financial position peaked at $856K in Q3 2021.
  • 436 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.