Coombe, Bender & Co’s Webster Financial WBS Stock Holding History

Coombe, Bender & Co’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 Q2	$964K	Sell	22,296 -666	-3%	-$29.7K	0.57%	37
2024 Q1	$1.17M	Sell	22,962 -22,545	-50%	-$1.1M	0.71%	37
2023 Q4	$2.31M	Buy	45,507 +22,731	+100%	+$982K	1.44%	23
2023 Q3	$918K	Sell	22,776 -83	-0.4%	-$3.53K	0.69%	37
2023 Q2	$863K	Sell	22,859 -22,558	-50%	-$833K	0.63%	40
2023 Q1	$1.79M	Buy	45,417 +22,494	+98%	+$1.08M	1.4%	26
2022 Q4	$1.08M	Sell	22,923 -22,208	-49%	-$1.11M	0.99%	34
2022 Q3	$2.04M	Sell	45,131 -84	-0.2%	-$3.89K	1.81%	17
2022 Q2	$1.91M	Buy	+45,215	New	+$2.18M	1.61%	21

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

T. Rowe Price Associates

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Capital International Investors

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

Macquarie Group

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

EARNEST Partners

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