TAM
WBS

Tucker Asset Management’s Webster Financial WBS Stock Holding History

Tucker Asset Management’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
-300
Closed -$16.8K – 703
2022
Q1 		$16.8K Hold
300
– – 0.01% 171
2021
Q4 		$16.8K Hold
300
– – 0.01% 166
2021
Q3 		$16.8K Buy
+300
New +$14.9K 0.01% 151

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tucker Asset Management's WBS Position: Q2 2022 in Review

Tucker Asset Management sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 300 shares — an estimated $16.8K sold.

Tucker Asset Management first reported a position in WBS in Q3 2021 and held it in 3 quarters. The position peaked at $16.8K in Q4 2021. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Tucker Asset Management reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Tucker Asset Management sold 300 Webster Financial shares in Q2 2022, an estimated $16.8K.
  • Tucker Asset Management first reported a position in Webster Financial in Q3 2021 and held it in 3 quarters.
  • Tucker Asset Management's Webster Financial position peaked at $16.8K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Tucker Asset Management's 13F filing for Q2 2022, filed 11 May 2023.