Level Four Advisory Services’s Webster Financial WBS Stock Holding History

Level Four Advisory Services’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	-8,383	Closed	-$425K	–	902
2024 Q1	$425K	Buy	8,383 +209	+3%	+$10.2K	0.02%	519
2023 Q4	$415K	Buy	+8,174	New	+$353K	0.02%	523

Other funds holding WBS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Level Four Advisory Services's WBS Position: Q2 2024 in Review

Level Four Advisory Services sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 8,383 shares — an estimated $425K sold.

Level Four Advisory Services first reported a position in WBS in Q4 2023 and held it in 2 quarters. The position peaked at $425K in Q1 2024. 455 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

Level Four Advisory Services reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 8,383 Webster Financial shares in Q2 2024, an estimated $425K.
Level Four Advisory Services first reported a position in Webster Financial in Q4 2023 and held it in 2 quarters.
Level Four Advisory Services's Webster Financial position peaked at $425K in Q1 2024.
455 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.