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Cambria Investment Management’s Webster Financial WBS Stock Holding History

Cambria Investment Management’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
2022
Q2 		– Sell
-189,924
Closed -$10.7M – 300
2022
Q1 		$10.7M Buy
189,924
+131,280
+224% +$7.79M 1.36% 8
2021
Q4 		$3.27M Buy
58,644
+5,973
+11% +$336K 0.55% 76
2021
Q3 		$2.87M Sell
52,671
-2,172
-4% -$108K 0.53% 61
2021
Q2 		$2.92M Buy
54,843
+7,602
+16% +$421K 0.5% 81
2021
Q1 		$2.6M Buy
+47,241
New +$2.52M 0.52% 66

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambria Investment Management's WBS Position: Q2 2022 in Review

Cambria Investment Management sold out of Webster Financial (WBS) in Q2 2022, closing a stake of 189,924 shares — an estimated $10.7M sold.

Cambria Investment Management first reported a position in WBS in Q1 2021 and held it in 5 quarters. The position peaked at $10.7M in Q1 2022. 440 funds tracked by Wall St. Rank hold WBS as of Q2 2022.

  • Cambria Investment Management reported no remaining Webster Financial position as of Q2 2022 after selling out during the quarter.
  • Cambria Investment Management sold 189,924 Webster Financial shares in Q2 2022, an estimated $10.7M.
  • Cambria Investment Management first reported a position in Webster Financial in Q1 2021 and held it in 5 quarters.
  • Cambria Investment Management's Webster Financial position peaked at $10.7M in Q1 2022.
  • 440 funds tracked by Wall St. Rank held Webster Financial as of Q2 2022.

Based on Cambria Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.