BFEC
WBS

Benjamin F. Edwards & Company’s Webster Financial WBS Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$63K Sell
1,441
-1,883
-57% -$83.8K ﹤0.01% 1275
2024
Q1 		$169K Sell
3,324
-2,090
-39% -$102K ﹤0.01% 958
2023
Q4 		$274K Buy
5,414
+2,258
+72% +$97.6K 0.01% 771
2023
Q3 		$127K Hold
3,156
– – ﹤0.01% 837
2023
Q2 		$119K Buy
3,156
+1,727
+121% +$63.8K ﹤0.01% 861
2023
Q1 		$56K Buy
1,429
+21
+1% +$1.01K ﹤0.01% 1061
2022
Q4 		$67K Buy
1,408
+193
+16% +$9.66K ﹤0.01% 1005
2022
Q3 		$55K Hold
1,215
– – ﹤0.01% 1029
2022
Q2 		$51K Buy
+1,215
New +$58.5K ﹤0.01% 1035
2021
Q4 		– Sell
-154
Closed -$8K – 1775
2021
Q3 		$8K Hold
154
– – ﹤0.01% 1443
2021
Q2 		$8K Hold
154
– – ﹤0.01% 1435
2021
Q1 		$8K Hold
154
– – ﹤0.01% 1423
2020
Q4 		$6K Buy
+154
New +$5.56K ﹤0.01% 1379

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Benjamin F. Edwards & Company's WBS Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Webster Financial (WBS) stake by 57% in Q2 2024, selling an estimated $83.8K and leaving 1,441 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Benjamin F. Edwards & Company first reported a position in WBS in Q4 2020 and has held it in 13 quarters since. The position peaked at $274K in Q4 2023. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,441 shares of Webster Financial worth $63K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 1,883 Webster Financial shares in Q2 2024, an estimated $83.8K.
  • Webster Financial made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1275 holding.
  • Benjamin F. Edwards & Company first reported a position in Webster Financial in Q4 2020 and has held it in 13 quarters since.
  • Benjamin F. Edwards & Company's Webster Financial position peaked at $274K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.