P8IP
WBS

Pier 88 Investment Partners’s Webster Financial WBS Stock Holding History

Pier 88 Investment Partners’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
2021
Q3 		– Sell
-3,265
Closed -$174K – 117
2021
Q2 		$174K Sell
3,265
-20,245
-86% -$1.12M 0.05% 103
2021
Q1 		$1.3M Sell
23,510
-140
-0.6% -$7.45K 0.44% 47
2020
Q4 		$997K Buy
+23,650
New +$854K 0.32% 65
2020
Q3 		– Sell
-4,235
Closed -$121K – 121
2020
Q2 		$121K Buy
4,235
+2,645
+166% +$70.1K 0.03% 109
2020
Q1 		$36K Sell
1,590
-17,695
-92% -$720K 0.01% 95
2019
Q4 		$1.03M Buy
19,285
+1,175
+6% +$56.5K 0.41% 35
2019
Q3 		$849K Buy
18,110
+5,350
+42% +$253K 0.33% 49
2019
Q2 		$610K Buy
12,760
+665
+5% +$33.1K 0.26% 68
2019
Q1 		$613K Buy
12,095
+1,470
+14% +$79.7K 0.28% 68
2018
Q4 		$524K Buy
+10,625
New +$607K 0.27% 54

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pier 88 Investment Partners's WBS Position: Q3 2021 in Review

Pier 88 Investment Partners sold out of Webster Financial (WBS) in Q3 2021, closing a stake of 3,265 shares — an estimated $174K sold.

Pier 88 Investment Partners first reported a position in WBS in Q4 2018 and held it in 10 quarters. The position peaked at $1.3M in Q1 2021. 291 funds tracked by Wall St. Rank hold WBS as of Q3 2021.

  • Pier 88 Investment Partners reported no remaining Webster Financial position as of Q3 2021 after selling out during the quarter.
  • Pier 88 Investment Partners sold 3,265 Webster Financial shares in Q3 2021, an estimated $174K.
  • Pier 88 Investment Partners first reported a position in Webster Financial in Q4 2018 and held it in 10 quarters.
  • Pier 88 Investment Partners's Webster Financial position peaked at $1.3M in Q1 2021.
  • 291 funds tracked by Wall St. Rank held Webster Financial as of Q3 2021.

Based on Pier 88 Investment Partners's 13F filing for Q3 2021, filed 12 Nov 2021.