Duality Advisers’s Webster Financial WBS Stock Holding History

Duality Advisers’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 Q1	–	Sell	-67,222	Closed	-$3.41M	–	763
2023 Q4	$3.41M	Buy	+67,222	New	+$2.9M	0.36%	76

Other funds holding WBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Duality Advisers's WBS Position: Q1 2024 in Review

Duality Advisers sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 67,222 shares — an estimated $3.41M sold.

Duality Advisers first reported a position in WBS in Q4 2023 and held it in 1 quarter. The position peaked at $3.41M in Q4 2023. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

Duality Advisers reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
Duality Advisers sold 67,222 Webster Financial shares in Q1 2024, an estimated $3.41M.
Duality Advisers first reported a position in Webster Financial in Q4 2023 and held it in 1 quarter.
Duality Advisers's Webster Financial position peaked at $3.41M in Q4 2023.
470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.