AGF Management’s Webster Financial WBS Stock Holding History

AGF 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 Q1	–	Sell	-9,990	Closed	-$473K	–	825
2022 Q4	$473K	Buy	+9,990	New	+$500K	﹤0.01%	688

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AGF Management's WBS Position: Q1 2023 in Review

AGF Management sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 9,990 shares — an estimated $473K sold.

AGF Management first reported a position in WBS in Q4 2022 and held it in 1 quarter. The position peaked at $473K in Q4 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

AGF Management reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
AGF Management sold 9,990 Webster Financial shares in Q1 2023, an estimated $473K.
AGF Management first reported a position in Webster Financial in Q4 2022 and held it in 1 quarter.
AGF Management's Webster Financial position peaked at $473K in Q4 2022.
457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on AGF Management's 13F filing for Q1 2023, filed 2 May 2023.