GYL Financial Synergies’s Webster Financial WBS Stock Holding History

GYL Financial Synergies’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	$344K	Sell	7,385 -340	-4%	-$15.6K	0.03%	277
2024 Q2	$337K	Sell	7,725 -894	-10%	-$39.8K	0.03%	281
2024 Q1	$438K	Buy	8,619 +325	+4%	+$15.9K	0.03%	256
2023 Q4	$421K	Sell	8,294 -600	-7%	-$25.9K	0.03%	257
2023 Q3	$359K	Hold	8,894	–	–	0.03%	264
2023 Q2	$336K	Buy	+8,894	New	+$328K	0.03%	273
2022 Q2	–	Sell	-3,894	Closed	-$219K	–	209
2022 Q1	$219K	Buy	+3,894	New	+$231K	0.05%	193

Other funds holding WBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

GYL Financial Synergies's WBS Position: Q3 2024 in Review

GYL Financial Synergies reduced its Webster Financial (WBS) stake by 4.4% in Q3 2024, selling an estimated $15.6K and leaving 7,385 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #277.

GYL Financial Synergies first reported a position in WBS in Q1 2022 and has held it in 7 quarters since. The position peaked at $438K in Q1 2024. 439 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

GYL Financial Synergies held 7,385 shares of Webster Financial worth $344K as of Q3 2024.
GYL Financial Synergies sold 340 Webster Financial shares in Q3 2024, an estimated $15.6K.
Webster Financial made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #277 holding.
GYL Financial Synergies first reported a position in Webster Financial in Q1 2022 and has held it in 7 quarters since.
GYL Financial Synergies's Webster Financial position peaked at $438K in Q1 2024.
439 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.