Oppenheimer & Co’s Webster Financial WBS Stock Holding History

Oppenheimer & Co’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 Q1	–	Sell	-4,187	Closed	-$213K	–	1517
2023 Q4	$213K	Buy	+4,187	New	+$181K	﹤0.01%	1267

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Oppenheimer & Co's WBS Position: Q1 2024 in Review

Oppenheimer & Co sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 4,187 shares — an estimated $213K sold.

Oppenheimer & Co first reported a position in WBS in Q4 2023 and held it in 1 quarter. The position peaked at $213K in Q4 2023. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

Oppenheimer & Co reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
Oppenheimer & Co sold 4,187 Webster Financial shares in Q1 2024, an estimated $213K.
Oppenheimer & Co first reported a position in Webster Financial in Q4 2023 and held it in 1 quarter.
Oppenheimer & Co's Webster Financial position peaked at $213K in Q4 2023.
470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Oppenheimer & Co's 13F filing for Q1 2024, filed 7 May 2024.