FA
WBS

FDx Advisors’s Webster Financial WBS Stock Holding History

FDx 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
2024
Q2 		– Sell
-5,616
Closed -$285K – 352
2024
Q1 		$285K Sell
5,616
-27
-0.5% -$1.32K 0.04% 299
2023
Q4 		$286K Sell
5,643
-110
-2% -$4.75K 0.02% 534
2023
Q3 		$232K Buy
5,753
+408
+8% +$17.4K 0.02% 559
2023
Q2 		$202K Buy
+5,345
New +$197K 0.01% 714

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

FDx Advisors's WBS Position: Q2 2024 in Review

FDx Advisors sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 5,616 shares — an estimated $285K sold.

FDx Advisors first reported a position in WBS in Q2 2023 and held it in 4 quarters. The position peaked at $286K in Q4 2023. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • FDx Advisors reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 5,616 Webster Financial shares in Q2 2024, an estimated $285K.
  • FDx Advisors first reported a position in Webster Financial in Q2 2023 and held it in 4 quarters.
  • FDx Advisors's Webster Financial position peaked at $286K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.