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Raymond James Financial Services Advisors’s Webster Financial WBS Stock Holding History

Raymond James Financial Services Advisors’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
Q2 		– Sell
-9,300
Closed -$209K – 3391
2021
Q1 		$209K Buy
+9,300
New +$495K ﹤0.01% 2882

Other funds holding WBS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Raymond James Financial Services Advisors's WBS Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Webster Financial (WBS) stake by 21% in Q3 2024, selling an estimated $188K and leaving 15,805 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Raymond James Financial Services Advisors first reported a position in WBS in Q3 2018 and has held it in 23 quarters since. The position peaked at $14.4M in Q1 2021. 438 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Raymond James Financial Services Advisors held 15,805 shares of Webster Financial worth $737K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 4,107 Webster Financial shares in Q3 2024, an estimated $188K.
  • Webster Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2372 holding.
  • Raymond James Financial Services Advisors first reported a position in Webster Financial in Q3 2018 and has held it in 23 quarters since.
  • Raymond James Financial Services Advisors's Webster Financial position peaked at $14.4M in Q1 2021.
  • 438 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.