SFS
WBS

Sowell Financial Services’s Webster Financial WBS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-4,310
Closed -$240K – 2713
2021
Q1 		$240K Buy
4,310
+668
+18% +$35.6K 0.01% 948
2020
Q4 		$154K Buy
3,642
+2,847
+358% +$103K 0.01% 962
2020
Q3 		$21K Buy
795
+750
+1,667% +$20.3K ﹤0.01% 1551
2020
Q2 		$1K Sell
45
-22
-33% -$583 ﹤0.01% 2389
2020
Q1 		$2K Hold
67
– – ﹤0.01% 2136
2019
Q4 		$4K Hold
67
– – ﹤0.01% 2015
2019
Q3 		$3K Buy
+67
New +$3.17K ﹤0.01% 1992

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's WBS Position: Q2 2021 in Review

Sowell Financial Services sold out of Webster Financial (WBS) in Q2 2021, closing a stake of 4,310 shares — an estimated $240K sold.

Sowell Financial Services first reported a position in WBS in Q3 2019 and held it in 7 quarters. The position peaked at $240K in Q1 2021. 295 funds tracked by Wall St. Rank hold WBS as of Q2 2021.

  • Sowell Financial Services reported no remaining Webster Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,310 Webster Financial shares in Q2 2021, an estimated $240K.
  • Sowell Financial Services first reported a position in Webster Financial in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Webster Financial position peaked at $240K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held Webster Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.