ALAM
WBS

Asahi Life Asset Management’s Webster Financial WBS Stock Holding History

Asahi Life Asset 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
2022
Q3 		– Sell
-3,200
Closed -$135K – 311
2022
Q2 		$135K Sell
3,200
-2,710
-46% -$131K 0.04% 210
2022
Q1 		$332K Buy
+5,910
New +$351K 0.05% 160

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Asahi Life Asset Management's WBS Position: Q3 2022 in Review

Asahi Life Asset Management sold out of Webster Financial (WBS) in Q3 2022, closing a stake of 3,200 shares — an estimated $135K sold.

Asahi Life Asset Management first reported a position in WBS in Q1 2022 and held it in 2 quarters. The position peaked at $332K in Q1 2022. 430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

  • Asahi Life Asset Management reported no remaining Webster Financial position as of Q3 2022 after selling out during the quarter.
  • Asahi Life Asset Management sold 3,200 Webster Financial shares in Q3 2022, an estimated $135K.
  • Asahi Life Asset Management first reported a position in Webster Financial in Q1 2022 and held it in 2 quarters.
  • Asahi Life Asset Management's Webster Financial position peaked at $332K in Q1 2022.
  • 430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Asahi Life Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.