AP
WBS

Advisor Partners’s Webster Financial WBS Stock Holding History

Advisor 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
2022
Q2 		$303K Buy
7,190
+288
+4% +$13.9K 0.02% 638
2022
Q1 		$387K Buy
6,902
+2,485
+56% +$148K 0.02% 596
2021
Q4 		$247K Buy
4,417
+61
+1% +$3.44K 0.01% 745
2021
Q3 		$237K Sell
4,356
-138
-3% -$6.87K 0.02% 716
2021
Q2 		$240K Sell
4,494
-8
-0.2% -$444 0.02% 729
2021
Q1 		$248K Buy
+4,502
New +$240K 0.02% 698

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Partners's WBS Position: Q2 2022 in Review

Advisor Partners increased its Webster Financial (WBS) stake by 4.2% in Q2 2022, buying an estimated $13.9K and bringing the position to 7,190 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #638.

Advisor Partners first reported a position in WBS in Q1 2021 and has held it in 6 quarters since. The position peaked at $387K in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Advisor Partners held 7,190 shares of Webster Financial worth $303K as of Q2 2022.
  • Advisor Partners bought 288 Webster Financial shares in Q2 2022, an estimated $13.9K.
  • Webster Financial made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #638 holding.
  • Advisor Partners first reported a position in Webster Financial in Q1 2021 and has held it in 6 quarters since.
  • Advisor Partners's Webster Financial position peaked at $387K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.