WP
WBS

WealthPLAN Partners’s Webster Financial WBS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-3,168
Closed -$120K – 1172
2023
Q2 		$120K Hold
3,168
– – 0.02% 371
2023
Q1 		$125K Buy
+3,168
New +$152K 0.01% 377

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthPLAN Partners's WBS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Webster Financial (WBS) in Q3 2023, closing a stake of 3,168 shares — an estimated $120K sold.

WealthPLAN Partners first reported a position in WBS in Q1 2023 and held it in 2 quarters. The position peaked at $125K in Q1 2023. 444 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Webster Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,168 Webster Financial shares in Q3 2023, an estimated $120K.
  • WealthPLAN Partners first reported a position in Webster Financial in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Webster Financial position peaked at $125K in Q1 2023.
  • 444 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.