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Simplicity Wealth’s Webster Financial WBS Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-5,619
Closed -$245K – 1211
2024
Q2 		$245K Sell
5,619
-341
-6% -$15.2K 0.01% 1022
2024
Q1 		$303K Buy
+5,960
New +$291K 0.01% 913

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Simplicity Wealth's WBS Position: Q3 2024 in Review

Simplicity Wealth sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 5,619 shares — an estimated $245K sold.

Simplicity Wealth first reported a position in WBS in Q1 2024 and held it in 2 quarters. The position peaked at $303K in Q1 2024. 438 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Simplicity Wealth reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,619 Webster Financial shares in Q3 2024, an estimated $245K.
  • Simplicity Wealth first reported a position in Webster Financial in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Webster Financial position peaked at $303K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.