Tarbox Family Office’s Webster Financial WBS Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-34	Closed	-$2K	–	971
2022 Q1	$2K	Buy	+34	New	+$2.02K	﹤0.01%	881

Other funds holding WBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tarbox Family Office's WBS Position: Q2 2022 in Review

Tarbox Family Office sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 34 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in WBS in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

Tarbox Family Office reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 34 Webster Financial shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Webster Financial in Q1 2022 and held it in 1 quarter.
Tarbox Family Office's Webster Financial position peaked at $2K in Q1 2022.
440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.