RWPA
WBS

Richard W. Paul & Associates’s Webster Financial WBS Stock Holding History

Richard W. Paul & Associates’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
Q2 		– Sell
-67
Closed -$3.4K – 532
2024
Q1 		$3.4K Hold
67
– – ﹤0.01% 382
2023
Q4 		$3.4K Hold
67
– – ﹤0.01% 375
2023
Q3 		$2.7K Sell
67
-10
-13% -$425 ﹤0.01% 382
2023
Q2 		$2.91K Buy
77
+30
+64% +$1.11K ﹤0.01% 404
2023
Q1 		$1.85K Buy
+47
New +$2.26K ﹤0.01% 443

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Richard W. Paul & Associates's WBS Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 67 shares — an estimated $3.4K sold.

Richard W. Paul & Associates first reported a position in WBS in Q1 2023 and held it in 5 quarters. The position peaked at $3.4K in Q1 2024. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 67 Webster Financial shares in Q2 2024, an estimated $3.4K.
  • Richard W. Paul & Associates first reported a position in Webster Financial in Q1 2023 and held it in 5 quarters.
  • Richard W. Paul & Associates's Webster Financial position peaked at $3.4K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.