CAN
WBS

Claraphi Advisory Network’s Webster Financial WBS Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-101
Closed -$2K – 1188
2020
Q1 		$2K Buy
+101
New +$4.11K ﹤0.01% 1043

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claraphi Advisory Network's WBS Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Webster Financial (WBS) in Q2 2020, closing a stake of 101 shares — an estimated $2K sold.

Claraphi Advisory Network first reported a position in WBS in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 265 funds tracked by Wall St. Rank hold WBS as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Webster Financial position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 101 Webster Financial shares in Q2 2020, an estimated $2K.
  • Claraphi Advisory Network first reported a position in Webster Financial in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Webster Financial position peaked at $2K in Q1 2020.
  • 265 funds tracked by Wall St. Rank held Webster Financial as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.