Modera Wealth Management’s Webster Financial WBS Stock Holding History

Modera Wealth Management’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 Q4	–	Sell	-5,581	Closed	-$260K	–	651
2024 Q3	$260K	Hold	5,581	–	–	﹤0.01%	516
2024 Q2	$243K	Hold	5,581	–	–	﹤0.01%	510
2024 Q1	$283K	Buy	5,581 +15	+0.3%	+$734	﹤0.01%	490
2023 Q4	$283K	Hold	5,566	–	–	﹤0.01%	478
2023 Q3	$224K	Hold	5,566	–	–	﹤0.01%	498
2023 Q2	$210K	Hold	5,566	–	–	﹤0.01%	524
2023 Q1	$219K	Hold	5,566	–	–	0.01%	325
2022 Q4	$263K	Hold	5,566	–	–	0.01%	301
2022 Q3	$252K	Sell	5,566 -485	-8%	-$22.4K	0.01%	271
2022 Q2	$255K	Sell	6,051 -21	-0.3%	-$1.01K	0.01%	284
2022 Q1	$341K	Buy	+6,072	New	+$360K	0.02%	261

Other funds holding WBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

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

Capital International Investors

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

EARNEST Partners

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

Macquarie Group

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