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Sterling Financial Planning’s Webster Financial WBS Stock Holding History

Sterling Financial Planning’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
Q1 		– Sell
-4,852
Closed -$246K – 108
2023
Q4 		$246K Buy
+4,852
New +$210K 0.11% 92
2023
Q3 		– Sell
-5,955
Closed -$225K – 99
2023
Q2 		$225K Hold
5,955
– – 0.11% 92
2023
Q1 		$235K Hold
5,955
– – 0.13% 89
2022
Q4 		$282K Hold
5,955
– – 0.17% 79
2022
Q3 		$269K Hold
5,955
– – 0.19% 76
2022
Q2 		$251K Hold
5,955
– – 0.18% 83
2022
Q1 		$334K Buy
+5,955
New +$354K 0.21% 68

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Sterling Financial Planning's WBS Position: Q1 2024 in Review

Sterling Financial Planning sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 4,852 shares — an estimated $246K sold.

Sterling Financial Planning first reported a position in WBS in Q1 2022 and held it in 7 quarters. The position peaked at $334K in Q1 2022. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Sterling Financial Planning reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • Sterling Financial Planning sold 4,852 Webster Financial shares in Q1 2024, an estimated $246K.
  • Sterling Financial Planning first reported a position in Webster Financial in Q1 2022 and held it in 7 quarters.
  • Sterling Financial Planning's Webster Financial position peaked at $334K in Q1 2022.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Sterling Financial Planning's 13F filing for Q1 2024, filed 6 May 2024.