Sound Income Strategies’s Webster Financial WBS Stock Holding History

Sound Income Strategies’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	-15,692	Closed	-$684K	–	1508
2024 Q2	$684K	Buy	15,692 +14,891	+1,859%	+$663K	0.04%	145
2024 Q1	$40.7K	Sell	801 -15,551	-95%	-$760K	﹤0.01%	450
2023 Q4	$830K	Buy	+16,352	New	+$707K	0.07%	124
2022 Q3	–	Sell	-304	Closed	-$13K	–	992
2022 Q2	$13K	Buy	+304	New	+$14.6K	﹤0.01%	432
2021 Q2	–	Sell	-160	Closed	-$8.82K	–	1053
2021 Q1	$8.82K	Hold	160	–	–	﹤0.01%	518
2020 Q4	$7K	Hold	160	–	–	﹤0.01%	538
2020 Q3	$4K	Hold	160	–	–	﹤0.01%	592
2020 Q2	$5K	Hold	160	–	–	﹤0.01%	513
2020 Q1	$4K	Hold	160	–	–	﹤0.01%	505
2019 Q4	$9K	Hold	160	–	–	﹤0.01%	357
2019 Q3	$7K	Buy	+160	New	+$7.57K	﹤0.01%	387

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sound Income Strategies's WBS Position: Q3 2024 in Review

Sound Income Strategies sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 15,692 shares — an estimated $684K sold.

Sound Income Strategies first reported a position in WBS in Q3 2019 and held it in 11 quarters. The position peaked at $830K in Q4 2023. 438 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

Sound Income Strategies reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 15,692 Webster Financial shares in Q3 2024, an estimated $684K.
Sound Income Strategies first reported a position in Webster Financial in Q3 2019 and held it in 11 quarters.
Sound Income Strategies's Webster Financial position peaked at $830K in Q4 2023.
438 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.