Berman Capital Advisors’s Webster Financial WBS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$17K	Hold	322	–	–	﹤0.01%	1043
2021 Q2	$17K	Hold	322	–	–	﹤0.01%	973
2021 Q1	$17K	Hold	322	–	–	﹤0.01%	846
2020 Q4	$13K	Hold	322	–	–	﹤0.01%	835
2020 Q3	$8K	Hold	322	–	–	﹤0.01%	895
2020 Q2	$9K	Buy	322 +2	+0.6%	+$53	﹤0.01%	818
2020 Q1	$7K	Buy	+320	New	+$13K	﹤0.01%	807

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's WBS Position: Q3 2021 in Review

Berman Capital Advisors held its Webster Financial (WBS) position steady in Q3 2021 at 322 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Berman Capital Advisors first reported a position in WBS in Q1 2020 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold WBS as of Q3 2021.

Berman Capital Advisors held 322 shares of Webster Financial worth $17K as of Q3 2021.
Berman Capital Advisors left its Webster Financial share count unchanged in Q3 2021.
Webster Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1043 holding.
Berman Capital Advisors first reported a position in Webster Financial in Q1 2020 and has held it in 7 quarters since.
291 funds tracked by Wall St. Rank held Webster Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.