LGA
WBS

Lebenthal Global Advisors’s Webster Financial WBS Stock Holding History

Lebenthal Global 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
-6,653
Closed -$338K – 197
2024
Q1 		$338K Sell
6,653
-130
-2% -$6.36K 0.08% 148
2023
Q4 		$344K Buy
6,783
+214
+3% +$9.25K 0.08% 140
2023
Q3 		$265K Sell
6,569
-39
-0.6% -$1.66K 0.08% 111
2023
Q2 		$249K Buy
+6,608
New +$244K 0.07% 108

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

Lebenthal Global Advisors's WBS Position: Q2 2024 in Review

Lebenthal Global Advisors sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 6,653 shares — an estimated $338K sold.

Lebenthal Global Advisors first reported a position in WBS in Q2 2023 and held it in 4 quarters. The position peaked at $344K in Q4 2023. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • Lebenthal Global Advisors reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 6,653 Webster Financial shares in Q2 2024, an estimated $338K.
  • Lebenthal Global Advisors first reported a position in Webster Financial in Q2 2023 and held it in 4 quarters.
  • Lebenthal Global Advisors's Webster Financial position peaked at $344K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Lebenthal Global Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.