SWA
WBS

SOA Wealth Advisors’s Webster Financial WBS Stock Holding History

SOA 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
2023
Q3 		– Sell
-797
Closed -$30.1K – 961
2023
Q2 		$30.1K Buy
797
+9
+1% +$332 0.01% 355
2023
Q1 		$31.1K Buy
788
+6
+0.8% +$288 0.01% 348
2022
Q4 		$37K Buy
782
+6
+0.8% +$300 0.01% 314
2022
Q3 		$35K Sell
776
-764
-50% -$35.4K 0.01% 306
2022
Q2 		$64K Buy
1,540
+12
+0.8% +$578 0.02% 241
2022
Q1 		$85K Buy
+1,528
New +$90.7K 0.02% 247

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SOA Wealth Advisors's WBS Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Webster Financial (WBS) in Q3 2023, closing a stake of 797 shares — an estimated $30.1K sold.

SOA Wealth Advisors first reported a position in WBS in Q1 2022 and held it in 6 quarters. The position peaked at $85K in Q1 2022. 444 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Webster Financial position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 797 Webster Financial shares in Q3 2023, an estimated $30.1K.
  • SOA Wealth Advisors first reported a position in Webster Financial in Q1 2022 and held it in 6 quarters.
  • SOA Wealth Advisors's Webster Financial position peaked at $85K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.