CAN
WBS

Cetera Advisor Networks’s Webster Financial WBS Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.07M Sell
21,124
-1,699
-7% -$83.1K 0.01% 1412
2023
Q4 		$1.16M Sell
22,823
-442
-2% -$19.1K 0.01% 1276
2023
Q3 		$938K Buy
23,265
+825
+4% +$35.1K 0.01% 1324
2023
Q2 		$847K Buy
22,440
+2,326
+12% +$85.9K 0.01% 1357
2023
Q1 		$793K Buy
20,114
+5,432
+37% +$261K 0.01% 1382
2022
Q4 		$695K Buy
14,682
+3,324
+29% +$166K 0.01% 1407
2022
Q3 		$513K Buy
11,358
+49
+0.4% +$2.27K 0.01% 1269
2022
Q2 		$477K Buy
11,309
+4,003
+55% +$193K 0.01% 1303
2022
Q1 		$410K Buy
+7,306
New +$434K 0.01% 1435
2021
Q1 		– Sell
-8,310
Closed -$350K – 1560
2020
Q4 		$350K Buy
+8,310
New +$300K 0.01% 966
2020
Q3 		– Sell
-3,285
Closed -$94K – 3003
2020
Q2 		$94K Buy
+3,285
New +$87K ﹤0.01% 1549
2020
Q1 		– Sell
-3,842
Closed -$206K – 1283
2019
Q4 		$206K Buy
+3,842
New +$185K 0.01% 1145
2019
Q2 		– Sell
-3,948
Closed -$200K – 1245
2019
Q1 		$200K Buy
+3,948
New +$214K 0.01% 1062
2017
Q2 		– Sell
-5,305
Closed -$264K – 959
2017
Q1 		$264K Sell
5,305
-1,413
-21% -$75.5K 0.01% 741
2016
Q4 		$366K Sell
6,718
-6,670
-50% -$306K 0.02% 586
2016
Q3 		$509K Buy
13,388
+6,724
+101% +$248K 0.02% 575
2016
Q2 		$227K Buy
6,664
+32
+0.5% +$1.17K 0.01% 724
2016
Q1 		$238K Buy
6,632
+6
+0.1% +$206 0.01% 695
2015
Q4 		$247K Sell
6,626
-133
-2% -$5.04K 0.02% 676
2015
Q3 		$241K Buy
6,759
+11
+0.2% +$410 0.02% 662
2015
Q2 		$251K Hold
6,748
– – 0.02% 687
2015
Q1 		$251K Hold
6,748
– – 0.02% 691
2014
Q4 		$220K Buy
+6,748
New +$209K 0.02% 725
2014
Q3 		– Sell
-6,748
Closed -$212K – 863
2014
Q2 		$212K Buy
+6,748
New +$206K 0.01% 723

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Cetera Advisor Networks's WBS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Webster Financial (WBS) stake by 7.4% in Q1 2024, selling an estimated $83.1K and leaving 21,124 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1412.

Cetera Advisor Networks first reported a position in WBS in Q2 2014 and has held it in 24 quarters since. The position peaked at $1.16M in Q4 2023. 471 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Cetera Advisor Networks held 21,124 shares of Webster Financial worth $1.07M as of Q1 2024.
  • Cetera Advisor Networks sold 1,699 Webster Financial shares in Q1 2024, an estimated $83.1K.
  • Webster Financial made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1412 holding.
  • Cetera Advisor Networks first reported a position in Webster Financial in Q2 2014 and has held it in 24 quarters since.
  • Cetera Advisor Networks's Webster Financial position peaked at $1.16M in Q4 2023.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.