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Acrisure Capital Management’s Webster Financial WBS Stock Holding History

Acrisure Capital 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
2023
Q2 		– Sell
-5,675
Closed -$224K – 231
2023
Q1 		$224K Buy
+5,675
New +$272K 0.23% 211

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acrisure Capital Management's WBS Position: Q2 2023 in Review

Acrisure Capital Management sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 5,675 shares — an estimated $224K sold.

Acrisure Capital Management first reported a position in WBS in Q1 2023 and held it in 1 quarter. The position peaked at $224K in Q1 2023. 436 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Acrisure Capital Management reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 5,675 Webster Financial shares in Q2 2023, an estimated $224K.
  • Acrisure Capital Management first reported a position in Webster Financial in Q1 2023 and held it in 1 quarter.
  • Acrisure Capital Management's Webster Financial position peaked at $224K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.