AIP
WBS

ARS Investment Partners’s Webster Financial WBS Stock Holding History

ARS Investment 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
Q4 		– Sell
-20,211
Closed -$914K – 183
2022
Q3 		$914K Buy
+20,211
New +$935K 0.13% 77

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T. Rowe Price Associates
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Invesco
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Macquarie Group
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ARS Investment Partners's WBS Position: Q4 2022 in Review

ARS Investment Partners sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 20,211 shares — an estimated $914K sold.

ARS Investment Partners first reported a position in WBS in Q3 2022 and held it in 1 quarter. The position peaked at $914K in Q3 2022. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • ARS Investment Partners reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • ARS Investment Partners sold 20,211 Webster Financial shares in Q4 2022, an estimated $914K.
  • ARS Investment Partners first reported a position in Webster Financial in Q3 2022 and held it in 1 quarter.
  • ARS Investment Partners's Webster Financial position peaked at $914K in Q3 2022.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on ARS Investment Partners's 13F filing for Q4 2022, filed 25 Jan 2023.