RP
WBS

Riverwater Partners’s Webster Financial WBS Stock Holding History

Riverwater 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
2024
Q1 		– Sell
-5,620
Closed -$285K – 211
2023
Q4 		$285K Hold
5,620
– – 0.23% 147
2023
Q3 		$227K Sell
5,620
-1,380
-20% -$58.7K 0.21% 166
2023
Q2 		$264K Buy
+7,000
New +$258K 0.23% 146

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
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
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
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

Riverwater Partners's WBS Position: Q1 2024 in Review

Riverwater Partners sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 5,620 shares — an estimated $285K sold.

Riverwater Partners first reported a position in WBS in Q2 2023 and held it in 3 quarters. The position peaked at $285K in Q4 2023. 471 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Riverwater Partners reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • Riverwater Partners sold 5,620 Webster Financial shares in Q1 2024, an estimated $285K.
  • Riverwater Partners first reported a position in Webster Financial in Q2 2023 and held it in 3 quarters.
  • Riverwater Partners's Webster Financial position peaked at $285K in Q4 2023.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Riverwater Partners's 13F filing for Q1 2024, filed 19 Apr 2024.