Cresset Asset Management’s Webster Financial WBS Stock Holding History

Cresset Asset Management’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	-10,230	Closed	-$477K	–	2231
2024 Q3	$477K	Sell	10,230 -168	-2%	-$7.71K	﹤0.01%	1546
2024 Q2	$453K	Buy	10,398 +1,784	+21%	+$79.4K	﹤0.01%	1491
2024 Q1	$437K	Sell	8,614 -13	-0.2%	-$636	﹤0.01%	1400
2023 Q4	$438K	Buy	8,627 +805	+10%	+$34.8K	﹤0.01%	1293
2023 Q3	$315K	Buy	7,822 +1,044	+15%	+$44.4K	﹤0.01%	1422
2023 Q2	$256K	Buy	+6,778	New	+$250K	﹤0.01%	1602
2019 Q2	–	Sell	-1,357	Closed	-$69K	–	1700
2019 Q1	$69K	Buy	1,357 +290	+27%	+$15.7K	﹤0.01%	680
2018 Q4	$53K	Buy	+1,067	New	+$60.9K	﹤0.01%	469

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

Dimensional Fund Advisors

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

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