CAM
WBS

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Cresset Asset Management's WBS Position: Q4 2024 in Review

Cresset Asset Management sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 10,230 shares — an estimated $477K sold.

Cresset Asset Management first reported a position in WBS in Q4 2018 and held it in 8 quarters. The position peaked at $477K in Q3 2024. 471 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

  • Cresset Asset Management reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 10,230 Webster Financial shares in Q4 2024, an estimated $477K.
  • Cresset Asset Management first reported a position in Webster Financial in Q4 2018 and held it in 8 quarters.
  • Cresset Asset Management's Webster Financial position peaked at $477K in Q3 2024.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.