Webster Bank’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Webster Bank’s Portfolio TMFG Stock Details TMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-339	Closed	-$9.43K	–	647
2023 Q4	$9.43K	Sell	339 -925	-73%	-$24.7K	﹤0.01%	489
2023 Q3	$33.1K	Hold	1,264	–	–	﹤0.01%	370
2023 Q2	$33.8K	Hold	1,264	–	–	﹤0.01%	359
2023 Q1	$32.4K	Buy	+1,264	New	+$31.5K	﹤0.01%	374

Other funds holding TMFG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Webster Bank's TMFG Position: Q1 2024 in Review

Webster Bank sold out of Motley Fool Global Opportunities ETF (TMFG) in Q1 2024, closing a stake of 339 shares — an estimated $9.43K sold.

Webster Bank first reported a position in TMFG in Q1 2023 and held it in 4 quarters. The position peaked at $33.8K in Q2 2023. 49 funds tracked by Wall St. Rank hold TMFG as of Q1 2024.

Webster Bank reported no remaining Motley Fool Global Opportunities ETF position as of Q1 2024 after selling out during the quarter.
Webster Bank sold 339 Motley Fool Global Opportunities ETF shares in Q1 2024, an estimated $9.43K.
Webster Bank first reported a position in Motley Fool Global Opportunities ETF in Q1 2023 and held it in 4 quarters.
Webster Bank's Motley Fool Global Opportunities ETF position peaked at $33.8K in Q2 2023.
49 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q1 2024.

Based on Webster Bank's 13F filing for Q1 2024, filed 16 Apr 2024.