CA
WBS

Crewe Advisors’s Webster Financial WBS Stock Holding History

Crewe 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
2023
Q4 		– Sell
-3
Closed -$121 – 701
2023
Q3 		$121 Hold
3
– – ﹤0.01% 539
2023
Q2 		$114 Buy
+3
New +$111 ﹤0.01% 857
2023
Q1 		– Sell
-152
Closed -$7.2K – 1039
2022
Q4 		$7.2K Sell
152
-169
-53% -$8.46K ﹤0.01% 610
2022
Q3 		$15K Buy
321
+59
+23% +$2.73K ﹤0.01% 555
2022
Q2 		$11K Buy
+262
New +$12.6K ﹤0.01% 583

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Crewe Advisors's WBS Position: Q4 2023 in Review

Crewe Advisors sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 3 shares — an estimated $121 sold.

Crewe Advisors first reported a position in WBS in Q2 2022 and held it in 5 quarters. The position peaked at $15K in Q3 2022. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Crewe Advisors reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 3 Webster Financial shares in Q4 2023, an estimated $121.
  • Crewe Advisors first reported a position in Webster Financial in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's Webster Financial position peaked at $15K in Q3 2022.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.