BMSSC
WBS

B. Metzler seel. Sohn & Co’s Webster Financial WBS Stock Holding History

B. Metzler seel. Sohn & Co’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
Q4 		– Sell
-50,911
Closed -$2.05M – 768
2023
Q3 		$2.05M Sell
50,911
-11,327
-18% -$482K 0.03% 314
2023
Q2 		$2.35M Buy
62,238
+29,375
+89% +$1.08M 0.03% 339
2023
Q1 		$1.3M Hold
32,863
– – 0.02% 392
2022
Q4 		$1.56M Buy
32,863
+5,223
+19% +$262K 0.03% 353
2022
Q3 		$1.25M Sell
27,640
-20,780
-43% -$962K 0.02% 384
2022
Q2 		$2.04M Buy
48,420
+385
+0.8% +$18.5K 0.03% 292
2022
Q1 		$2.7M Sell
48,035
-5,458
-10% -$324K 0.04% 276
2021
Q4 		$3M Sell
53,493
-16,993
-24% -$957K 0.04% 256
2021
Q3 		$3.84M Hold
70,486
– – 0.06% 199
2021
Q2 		$3.76M Buy
70,486
+2,768
+4% +$153K 0.06% 193
2021
Q1 		$3.73M Buy
67,718
+10,061
+17% +$536K 0.06% 191
2020
Q4 		$2.43M Buy
+57,657
New +$2.08M 0.05% 229

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

B. Metzler seel. Sohn & Co's WBS Position: Q4 2023 in Review

B. Metzler seel. Sohn & Co sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 50,911 shares — an estimated $2.05M sold.

B. Metzler seel. Sohn & Co first reported a position in WBS in Q4 2020 and held it in 12 quarters. The position peaked at $3.84M in Q3 2021. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 50,911 Webster Financial shares in Q4 2023, an estimated $2.05M.
  • B. Metzler seel. Sohn & Co first reported a position in Webster Financial in Q4 2020 and held it in 12 quarters.
  • B. Metzler seel. Sohn & Co's Webster Financial position peaked at $3.84M in Q3 2021.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2023, filed 13 Feb 2024.