Sigma Planning Corp’s Webster Financial WBS Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-5,029	Closed	-$234K	–	1262
2024 Q3	$234K	Sell	5,029 -535	-10%	-$24.6K	0.01%	1065
2024 Q2	$243K	Hold	5,564	–	–	0.01%	1008
2024 Q1	$282K	Buy	+5,564	New	+$272K	0.01%	987
2023 Q4	–	Sell	-5,543	Closed	-$223K	–	1184
2023 Q3	$223K	Buy	5,543 +18	+0.3%	+$765	0.01%	1046
2023 Q2	$209K	Sell	5,525 -54	-1%	-$1.99K	0.01%	1083
2023 Q1	$220K	Hold	5,579	–	–	0.01%	1137
2022 Q4	$264K	Hold	5,579	–	–	0.01%	1018
2022 Q3	$252K	Hold	5,579	–	–	0.01%	1011
2022 Q2	$235K	Hold	5,579	–	–	0.01%	1099
2022 Q1	$313K	Buy	5,579 +54	+1%	+$3.21K	0.01%	1041
2021 Q4	$309K	Hold	5,525	–	–	0.01%	1065
2021 Q3	$301K	Hold	5,525	–	–	0.01%	1061
2021 Q2	$295K	Hold	5,525	–	–	0.01%	1095
2021 Q1	$304K	Hold	5,525	–	–	0.01%	988
2020 Q4	$233K	Buy	+5,525	New	+$199K	0.01%	1022

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return