API
WBS

Advisor Partners II’s Webster Financial WBS Stock Holding History

Advisor Partners II’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 		$310K Buy
7,682
+1,197
+18% +$50.9K 0.01% 941
2023
Q2 		$245K Sell
6,485
-88
-1% -$3.25K 0.01% 904
2023
Q1 		$259K Sell
6,573
-757
-10% -$36.3K 0.01% 806
2022
Q4 		$347K Buy
7,330
+148
+2% +$7.41K 0.02% 635
2022
Q3 		$325K Buy
+7,182
New +$332K 0.02% 589

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

Advisor Partners II's WBS Position: Q3 2023 in Review

Advisor Partners II increased its Webster Financial (WBS) stake by 18% in Q3 2023, buying an estimated $50.9K and bringing the position to 7,682 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #941.

Advisor Partners II first reported a position in WBS in Q3 2022 and has held it in 5 quarters since. The position peaked at $347K in Q4 2022. 444 funds tracked by Wall St. Rank hold WBS as of Q3 2023.

  • Advisor Partners II held 7,682 shares of Webster Financial worth $310K as of Q3 2023.
  • Advisor Partners II bought 1,197 Webster Financial shares in Q3 2023, an estimated $50.9K.
  • Webster Financial made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #941 holding.
  • Advisor Partners II first reported a position in Webster Financial in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Webster Financial position peaked at $347K in Q4 2022.
  • 444 funds tracked by Wall St. Rank held Webster Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.