SS
WBS icon

Simplicity Solutions’s Webster Financial WBS Stock Holding History

Simplicity Solutions’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
Q4 		$274K Buy
5,402
+12
+0.2% +$519 0.01% 864
2023
Q3 		$217K Sell
5,390
-185
-3% -$7.87K 0.01% 880
2023
Q2 		$210K Buy
5,575
+148
+3% +$5.46K 0.01% 954
2023
Q1 		$214K Buy
+5,427
New +$260K 0.01% 989

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Simplicity Solutions's WBS Position: Q4 2023 in Review

Simplicity Solutions increased its Webster Financial (WBS) stake by 0.22% in Q4 2023, buying an estimated $519 and bringing the position to 5,402 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #864.

Simplicity Solutions first reported a position in WBS in Q1 2023 and has held it in 4 quarters since. 478 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Simplicity Solutions held 5,402 shares of Webster Financial worth $274K as of Q4 2023.
  • Simplicity Solutions bought 12 Webster Financial shares in Q4 2023, an estimated $519.
  • Webster Financial made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #864 holding.
  • Simplicity Solutions first reported a position in Webster Financial in Q1 2023 and has held it in 4 quarters since.
  • 478 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.