ISL
WBS

Ingalls & Snyder LLC’s Webster Financial WBS Stock Holding History

Ingalls & Snyder LLC’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
-4,556
Closed -$231K – 457
2024
Q1 		$231K Hold
4,556
– – 0.01% 391
2023
Q4 		$231K Buy
+4,556
New +$197K 0.01% 380
2023
Q1 		– Sell
-4,556
Closed -$216K – 451
2022
Q4 		$216K Hold
4,556
– – 0.01% 391
2022
Q3 		$206K Buy
+4,556
New +$211K 0.01% 392
2022
Q2 		– Sell
-4,556
Closed -$256K – 478
2022
Q1 		$256K Buy
4,556
+81
+2% +$4.81K 0.01% 402
2021
Q4 		$250K Hold
4,475
– – 0.01% 413
2021
Q3 		$244K Hold
4,475
– – 0.01% 403
2021
Q2 		$239K Hold
4,475
– – 0.01% 416
2021
Q1 		$247K Buy
+4,475
New +$238K 0.01% 390
2020
Q1 		– Sell
-7,444
Closed -$397K – 449
2019
Q4 		$397K Buy
7,444
+11
+0.1% +$529 0.02% 299
2019
Q3 		$348K Hold
7,433
– – 0.02% 327
2019
Q2 		$355K Hold
7,433
– – 0.02% 327
2019
Q1 		$377K Hold
7,433
– – 0.02% 318
2018
Q4 		$366K Hold
7,433
– – 0.02% 310
2018
Q3 		$438K Buy
7,433
+151
+2% +$9.82K 0.02% 316
2018
Q2 		$464K Hold
7,282
– – 0.02% 283
2018
Q1 		$403K Buy
7,282
+561
+8% +$31.7K 0.02% 288
2017
Q4 		$377K Sell
6,721
-3,000
-31% -$164K 0.02% 295
2017
Q3 		$511K Hold
9,721
– – 0.03% 243
2017
Q2 		$508K Sell
9,721
-71
-0.7% -$3.59K 0.03% 236
2017
Q1 		$490K Hold
9,792
– – 0.03% 258
2016
Q4 		$532K Buy
+9,792
New +$450K 0.03% 248

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

Ingalls & Snyder LLC's WBS Position: Q2 2024 in Review

Ingalls & Snyder LLC sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 4,556 shares — an estimated $231K sold.

Ingalls & Snyder LLC first reported a position in WBS in Q4 2016 and held it in 22 quarters. The position peaked at $532K in Q4 2016. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • Ingalls & Snyder LLC reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 4,556 Webster Financial shares in Q2 2024, an estimated $231K.
  • Ingalls & Snyder LLC first reported a position in Webster Financial in Q4 2016 and held it in 22 quarters.
  • Ingalls & Snyder LLC's Webster Financial position peaked at $532K in Q4 2016.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2024, filed 31 Jul 2024.