AWM
WBS icon

Avior Wealth Management’s Webster Financial WBS Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-1,049
Closed -$57.9K – 2319
2024
Q4 		$57.9K Sell
1,049
-10
-0.9% -$549 ﹤0.01% 1090
2024
Q3 		$49.4K Buy
1,059
+22
+2% +$1.01K ﹤0.01% 1117
2024
Q2 		$45.2K Sell
1,037
-238
-19% -$10.6K ﹤0.01% 1130
2024
Q1 		$64.7K Buy
+1,275
New +$62.4K ﹤0.01% 1138
2019
Q1 		– Sell
-3,419
Closed -$168K – 722
2018
Q4 		$168K Buy
3,419
+271
+9% +$15.5K 0.04% 348
2018
Q3 		$186K Hold
3,148
– – 0.04% 361
2018
Q2 		$201K Buy
+3,148
New +$196K 0.05% 327

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return