Steward Partners Investment Advisory’s Webster Financial Corp 5.25% Series F Preferred Stock WBS.PRF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,300
Closed -$114K 3351
2021
Q2
$114K Buy
+4,300
New +$112K ﹤0.01% 2049

Steward Partners Investment Advisory's WBS.PRF Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Webster Financial Corp 5.25% Series F Preferred Stock (WBS.PRF) in Q3 2021, closing a stake of 4,300 shares — an estimated $114K sold.

Steward Partners Investment Advisory first reported a position in WBS.PRF in Q2 2021 and held it in 1 quarter. The position peaked at $114K in Q2 2021. 0 funds tracked by Wall St. Rank hold WBS.PRF as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Webster Financial Corp 5.25% Series F Preferred Stock position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,300 Webster Financial Corp 5.25% Series F Preferred Stock shares in Q3 2021, an estimated $114K.
  • Steward Partners Investment Advisory first reported a position in Webster Financial Corp 5.25% Series F Preferred Stock in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Webster Financial Corp 5.25% Series F Preferred Stock position peaked at $114K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Webster Financial Corp 5.25% Series F Preferred Stock as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.