Baird Financial Group
WBS

Baird Financial Group’s Webster Financial WBS Stock Holding History

Baird Financial Group’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
Q3 		– Sell
-8,525
Closed -$372K – 1836
2024
Q2 		$372K Sell
8,525
-1,000
-10% -$44.5K ﹤0.01% 1490
2024
Q1 		$484K Sell
9,525
-3,260
-25% -$159K ﹤0.01% 1397
2023
Q4 		$649K Buy
12,785
+1,579
+14% +$68.2K ﹤0.01% 1278
2023
Q3 		$452K Buy
11,206
+496
+5% +$21.1K ﹤0.01% 1368
2023
Q2 		$404K Sell
10,710
-930
-8% -$34.3K ﹤0.01% 1423
2023
Q1 		$459K Sell
11,640
-1,646
-12% -$79K ﹤0.01% 1350
2022
Q4 		$628K Sell
13,286
-2,076
-14% -$104K ﹤0.01% 1209
2022
Q3 		$695K Buy
+15,362
New +$711K ﹤0.01% 1174

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Baird Financial Group's WBS Position: Q3 2024 in Review

Baird Financial Group sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 8,525 shares — an estimated $372K sold.

Baird Financial Group first reported a position in WBS in Q3 2022 and held it in 8 quarters. The position peaked at $695K in Q3 2022. 439 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Baird Financial Group reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
  • Baird Financial Group sold 8,525 Webster Financial shares in Q3 2024, an estimated $372K.
  • Baird Financial Group first reported a position in Webster Financial in Q3 2022 and held it in 8 quarters.
  • Baird Financial Group's Webster Financial position peaked at $695K in Q3 2022.
  • 439 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Baird Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.