RTC
WBS

Riverview Trust Company’s Webster Financial WBS Stock Holding History

Riverview Trust Company’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
-299
Closed -$11.8K – 759
2023
Q1 		$11.8K Hold
299
– – 0.01% 643
2022
Q4 		$14K Hold
299
– – 0.01% 532
2022
Q3 		$14K Buy
+299
New +$13.8K 0.01% 482

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Riverview Trust Company's WBS Position: Q2 2023 in Review

Riverview Trust Company sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 299 shares — an estimated $11.8K sold.

Riverview Trust Company first reported a position in WBS in Q3 2022 and held it in 3 quarters. The position peaked at $14K in Q4 2022. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Riverview Trust Company reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 299 Webster Financial shares in Q2 2023, an estimated $11.8K.
  • Riverview Trust Company first reported a position in Webster Financial in Q3 2022 and held it in 3 quarters.
  • Riverview Trust Company's Webster Financial position peaked at $14K in Q4 2022.
  • 437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.