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	–	650
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 $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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Modera Wealth Management's WBS Position: Q4 2024 in Review

Modera Wealth Management sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 5,581 shares — an estimated $260K sold.

Modera Wealth Management first reported a position in WBS in Q1 2022 and held it in 11 quarters. The position peaked at $341K in Q1 2022. 471 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

Modera Wealth Management reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
Modera Wealth Management sold 5,581 Webster Financial shares in Q4 2024, an estimated $260K.
Modera Wealth Management first reported a position in Webster Financial in Q1 2022 and held it in 11 quarters.
Modera Wealth Management's Webster Financial position peaked at $341K in Q1 2022.
471 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.