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Clear Point Advisors’s Webster Financial WBS Stock Holding History

Clear Point 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
-365
Closed -$17K – 528
2024
Q3 		$17K Hold
365
– – 0.01% 293
2024
Q2 		$15.9K Hold
365
– – 0.01% 289
2024
Q1 		$18.5K Hold
365
– – 0.02% 281
2023
Q4 		$18.5K Buy
+365
New +$15.8K 0.02% 272

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Clear Point Advisors's WBS Position: Q4 2024 in Review

Clear Point Advisors sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 365 shares — an estimated $17K sold.

Clear Point Advisors first reported a position in WBS in Q4 2023 and held it in 4 quarters. The position peaked at $18.5K in Q1 2024. 470 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

  • Clear Point Advisors reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 365 Webster Financial shares in Q4 2024, an estimated $17K.
  • Clear Point Advisors first reported a position in Webster Financial in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Webster Financial position peaked at $18.5K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.