SA
WBS

Shilanski & Associates’s Webster Financial WBS Stock Holding History

Shilanski & Associates’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
Q2 		– Sell
-20,585
Closed -$1.16M – 136
2022
Q1 		$1.16M Buy
+20,585
New +$1.22M 0.48% 56

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Shilanski & Associates's WBS Position: Q2 2022 in Review

Shilanski & Associates sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 20,585 shares — an estimated $1.16M sold.

Shilanski & Associates first reported a position in WBS in Q1 2022 and held it in 1 quarter. The position peaked at $1.16M in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Shilanski & Associates reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Shilanski & Associates sold 20,585 Webster Financial shares in Q2 2022, an estimated $1.16M.
  • Shilanski & Associates first reported a position in Webster Financial in Q1 2022 and held it in 1 quarter.
  • Shilanski & Associates's Webster Financial position peaked at $1.16M in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Shilanski & Associates's 13F filing for Q2 2022, filed 2 Aug 2022.