TWP
WBS

TFO Wealth Partners’s Webster Financial WBS Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-6
Closed -$305 – 739
2024
Q1 		$305 Hold
6
– – ﹤0.01% 398
2023
Q4 		$305 Sell
6
-8
-57% -$346 ﹤0.01% 516
2023
Q3 		$529 Buy
14
+8
+133% +$340 ﹤0.01% 444
2023
Q2 		$227 Hold
6
– – ﹤0.01% 472
2023
Q1 		$237 Sell
6
-10
-63% -$480 ﹤0.01% 435
2022
Q4 		$2.27K Buy
+16
New +$801 ﹤0.01% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

TFO Wealth Partners's WBS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 6 shares — an estimated $305 sold.

TFO Wealth Partners first reported a position in WBS in Q4 2022 and held it in 6 quarters. The position peaked at $2.27K in Q4 2022. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 6 Webster Financial shares in Q2 2024, an estimated $305.
  • TFO Wealth Partners first reported a position in Webster Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Webster Financial position peaked at $2.27K in Q4 2022.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.