CA
WBS

Cetera Advisors’s Webster Financial WBS Stock Holding History

Cetera 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
2024
Q1 		$371K Buy
7,307
+1,435
+24% +$70.2K ﹤0.01% 1798
2023
Q4 		$298K Sell
5,872
-248
-4% -$10.7K ﹤0.01% 1432
2023
Q3 		$247K Sell
6,120
-326
-5% -$13.9K ﹤0.01% 1429
2023
Q2 		$243K Buy
+6,446
New +$238K ﹤0.01% 1407
2021
Q2 		– Sell
-3,880
Closed -$214K – 1361
2021
Q1 		$214K Buy
+3,880
New +$207K 0.01% 1119
2019
Q3 		– Sell
-28,000
Closed -$1.34M – 973
2019
Q2 		$1.34M Buy
+28,000
New +$1.39M 0.06% 308
2019
Q1 		– Sell
-27,490
Closed -$1.35M – 1285
2018
Q4 		$1.35M Sell
27,490
-140
-0.5% -$8K 0.08% 251
2018
Q3 		$1.63M Buy
27,630
+2,144
+8% +$139K 0.08% 250
2018
Q2 		$1.62M Buy
25,486
+143
+0.6% +$8.9K 0.09% 222
2018
Q1 		$1.41M Buy
+25,343
New +$1.43M 0.08% 240
2017
Q4 		– Sell
-22,695
Closed -$1.19M – 879
2017
Q3 		$1.19M Sell
22,695
-198
-0.9% -$9.89K 0.07% 285
2017
Q2 		$1.19M Buy
22,893
+699
+3% +$35.3K 0.07% 282
2017
Q1 		$1.11M Sell
22,194
-292
-1% -$15.6K 0.07% 283
2016
Q4 		$1.22M Buy
22,486
+2,657
+13% +$122K 0.09% 231
2016
Q3 		$755K Buy
19,829
+350
+2% +$12.9K 0.06% 313
2016
Q2 		$661K Buy
19,479
+1,500
+8% +$54.6K 0.05% 344
2016
Q1 		$645K Buy
17,979
+1,048
+6% +$35.9K 0.05% 343
2015
Q4 		$630K Buy
16,931
+200
+1% +$7.57K 0.05% 354
2015
Q3 		$597K Hold
16,731
– – 0.06% 332
2015
Q2 		$663K Hold
16,731
– – 0.06% 331
2015
Q1 		$620K Hold
16,731
– – 0.06% 340
2014
Q4 		$545K Buy
16,731
+100
+0.6% +$3.09K 0.05% 356
2014
Q3 		$483K Hold
16,631
– – 0.04% 356
2014
Q2 		$525K Hold
16,631
– – 0.06% 337
2014
Q1 		$517K Buy
16,631
+3,492
+27% +$107K 0.07% 299
2013
Q4 		$410K Sell
13,139
-2,000
-13% -$56.8K 0.06% 325
2013
Q3 		$386K Sell
15,139
-80
-0.5% -$2.13K 0.07% 277
2013
Q2 		$391K Buy
+15,219
New +$359K 0.08% 256

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 Advisors's WBS Position: Q1 2024 in Review

Cetera Advisors increased its Webster Financial (WBS) stake by 24% in Q1 2024, buying an estimated $70.2K and bringing the position to 7,307 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Cetera Advisors first reported a position in WBS in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.63M in Q3 2018. 471 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Cetera Advisors held 7,307 shares of Webster Financial worth $371K as of Q1 2024.
  • Cetera Advisors bought 1,435 Webster Financial shares in Q1 2024, an estimated $70.2K.
  • Webster Financial made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1798 holding.
  • Cetera Advisors first reported a position in Webster Financial in Q2 2013 and has held it in 28 quarters since.
  • Cetera Advisors's Webster Financial position peaked at $1.63M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

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