FCA
WBS

FinTrust Capital Advisors’s Webster Financial WBS Stock Holding History

FinTrust Capital 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
Q3 		$6.53K Hold
140
– – ﹤0.01% 1036
2024
Q2 		$6.1K Buy
+140
New +$6.23K ﹤0.01% 998
2022
Q4 		– Sell
-1,545
Closed -$77K – 1290
2022
Q3 		$77K Hold
1,545
– – 0.02% 429
2022
Q2 		$70K Hold
1,545
– – 0.02% 467
2022
Q1 		$87K Buy
+1,545
New +$91.7K 0.02% 455

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FinTrust Capital Advisors's WBS Position: Q3 2024 in Review

FinTrust Capital Advisors held its Webster Financial (WBS) position steady in Q3 2024 at 140 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

FinTrust Capital Advisors first reported a position in WBS in Q1 2022 and has held it in 5 quarters since. The position peaked at $87K in Q1 2022. 439 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • FinTrust Capital Advisors held 140 shares of Webster Financial worth $6.53K as of Q3 2024.
  • FinTrust Capital Advisors left its Webster Financial share count unchanged in Q3 2024.
  • Webster Financial made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1036 holding.
  • FinTrust Capital Advisors first reported a position in Webster Financial in Q1 2022 and has held it in 5 quarters since.
  • FinTrust Capital Advisors's Webster Financial position peaked at $87K in Q1 2022.
  • 439 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.