AIM
WBS icon

Aquila Investment Management’s Webster Financial WBS Stock Holding History

Aquila Investment 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
2024
Q1 		– Sell
-14,000
Closed -$711K – 80
2023
Q4 		$711K Buy
14,000
+3,000
+27% +$130K 0.61% 63
2023
Q3 		$443K Sell
11,000
-3,000
-21% -$128K 0.41% 76
2023
Q2 		$529K Buy
+14,000
New +$517K 0.43% 81

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Aquila Investment Management's WBS Position: Q1 2024 in Review

Aquila Investment Management sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 14,000 shares — an estimated $711K sold.

Aquila Investment Management first reported a position in WBS in Q2 2023 and held it in 3 quarters. The position peaked at $711K in Q4 2023. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Aquila Investment Management reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • Aquila Investment Management sold 14,000 Webster Financial shares in Q1 2024, an estimated $711K.
  • Aquila Investment Management first reported a position in Webster Financial in Q2 2023 and held it in 3 quarters.
  • Aquila Investment Management's Webster Financial position peaked at $711K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Aquila Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.