SWA
WBS

Sutton Wealth Advisors’s Webster Financial WBS Stock Holding History

Sutton 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
Q1 		– Sell
-23
Closed -$1.09K – 1561
2022
Q4 		$1.09K Hold
23
– – ﹤0.01% 1297
2022
Q3 		$1.04K Buy
23
+15
+188% +$694 ﹤0.01% 1282
2022
Q2 		$337 Sell
8
-21
-72% -$1.01K ﹤0.01% 1527
2022
Q1 		$1.63K Buy
29
+16
+123% +$950 ﹤0.01% 1233
2021
Q4 		$726 Buy
+13
New +$732 ﹤0.01% 1419

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's WBS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 23 shares — an estimated $1.09K sold.

Sutton Wealth Advisors first reported a position in WBS in Q4 2021 and held it in 5 quarters. The position peaked at $1.63K in Q1 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 23 Webster Financial shares in Q1 2023, an estimated $1.09K.
  • Sutton Wealth Advisors first reported a position in Webster Financial in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Webster Financial position peaked at $1.63K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.