Ropes Wealth Advisors’s Webster Financial WBS Stock Holding History

Ropes 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
2020 Q2	–	Sell	-75	Closed	-$2K	–	614
2020 Q1	$2K	Buy	+75	New	+$3.05K	﹤0.01%	506

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ropes Wealth Advisors's WBS Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Webster Financial (WBS) in Q2 2020, closing a stake of 75 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in WBS in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 265 funds tracked by Wall St. Rank hold WBS as of Q2 2020.

Ropes Wealth Advisors reported no remaining Webster Financial position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 75 Webster Financial shares in Q2 2020, an estimated $2K.
Ropes Wealth Advisors first reported a position in Webster Financial in Q1 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Webster Financial position peaked at $2K in Q1 2020.
265 funds tracked by Wall St. Rank held Webster Financial as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.