TOBAM’s Webster Financial WBS Stock Holding History

TOBAM’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	-720	Closed	-$34K	–	425
2022 Q4	$34K	Hold	720	–	–	﹤0.01%	365
2022 Q3	$33K	Hold	720	–	–	﹤0.01%	395
2022 Q2	$30K	Buy	+720	New	+$34.7K	﹤0.01%	411

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

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

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

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

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

TOBAM's WBS Position: Q1 2023 in Review

TOBAM sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 720 shares — an estimated $34K sold.

TOBAM first reported a position in WBS in Q2 2022 and held it in 3 quarters. The position peaked at $34K in Q4 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

TOBAM reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
TOBAM sold 720 Webster Financial shares in Q1 2023, an estimated $34K.
TOBAM first reported a position in Webster Financial in Q2 2022 and held it in 3 quarters.
TOBAM's Webster Financial position peaked at $34K in Q4 2022.
457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on TOBAM's 13F filing for Q1 2023, filed 3 May 2023.