Claris Advisors’s Webster Financial WBS Stock Holding History

Claris 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 Q4	–	Sell	-9	Closed	-$419	–	1149
2024 Q3	$419	Buy	+9	New	+$413	﹤0.01%	723

Other funds holding WBS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Claris Advisors's WBS Position: Q4 2024 in Review

Claris Advisors sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 9 shares — an estimated $419 sold.

Claris Advisors first reported a position in WBS in Q3 2024 and held it in 1 quarter. The position peaked at $419 in Q3 2024. 470 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

Claris Advisors reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Webster Financial shares in Q4 2024, an estimated $419.
Claris Advisors first reported a position in Webster Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Webster Financial position peaked at $419 in Q3 2024.
470 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.