GI
WBS

Gradient Investments’s Webster Financial WBS Stock Holding History

Gradient Investments’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 		– Sell
-6
Closed -$262 – 1291
2024
Q2 		$262 Sell
6
-13
-68% -$579 ﹤0.01% 1249
2024
Q1 		$965 Sell
19
-27
-59% -$1.32K ﹤0.01% 919
2023
Q4 		$2.33K Hold
46
– – ﹤0.01% 1188
2023
Q3 		$1.85K Buy
46
+13
+39% +$553 ﹤0.01% 1200
2023
Q2 		$1.25K Buy
33
+27
+450% +$997 ﹤0.01% 1291
2023
Q1 		$237 Buy
+6
New +$288 ﹤0.01% 1365

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

Gradient Investments's WBS Position: Q3 2024 in Review

Gradient Investments sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 6 shares — an estimated $262 sold.

Gradient Investments first reported a position in WBS in Q1 2023 and held it in 6 quarters. The position peaked at $2.33K in Q4 2023. 439 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Gradient Investments reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 6 Webster Financial shares in Q3 2024, an estimated $262.
  • Gradient Investments first reported a position in Webster Financial in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Webster Financial position peaked at $2.33K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.