BCV
WBS

Banque Cantonale Vaudoise’s Webster Financial WBS Stock Holding History

Banque Cantonale Vaudoise’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
-3,576
Closed -$144K – 1198
2023
Q3 		$144K Buy
3,576
+1,176
+49% +$50K 0.01% 753
2023
Q2 		$91K Hold
2,400
– – ﹤0.01% 876
2023
Q1 		$95K Hold
2,400
– – ﹤0.01% 866
2022
Q4 		$114K Hold
2,400
– – 0.01% 830
2022
Q3 		$108K Hold
2,400
– – 0.01% 860
2022
Q2 		$101K Buy
+2,400
New +$116K 0.01% 893

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

Banque Cantonale Vaudoise's WBS Position: Q4 2023 in Review

Banque Cantonale Vaudoise sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 3,576 shares — an estimated $144K sold.

Banque Cantonale Vaudoise first reported a position in WBS in Q2 2022 and held it in 6 quarters. The position peaked at $144K in Q3 2023. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Banque Cantonale Vaudoise reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 3,576 Webster Financial shares in Q4 2023, an estimated $144K.
  • Banque Cantonale Vaudoise first reported a position in Webster Financial in Q2 2022 and held it in 6 quarters.
  • Banque Cantonale Vaudoise's Webster Financial position peaked at $144K in Q3 2023.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2023, filed 7 Feb 2024.