WB
TMFG icon

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Caprock Group
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.