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Sageworth Trust Company of South Dakota’s Webster Financial WBS Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-89
Closed -$4K – 642
2022
Q2 		$4K Sell
89
-107
-55% -$5.15K 0.01% 269
2022
Q1 		$11K Sell
196
-116
-37% -$6.89K 0.02% 187
2021
Q4 		$17K Buy
+312
New +$17.6K 0.03% 256

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sageworth Trust Company of South Dakota's WBS Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 89 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in WBS in Q4 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 89 Webster Financial shares in Q3 2022, an estimated $4K.
  • Sageworth Trust Company of South Dakota first reported a position in Webster Financial in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Webster Financial position peaked at $17K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.