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	–	1261
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	–	1182
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sigma Planning Corp's WBS Position: Q4 2024 in Review

Sigma Planning Corp sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 5,029 shares — an estimated $234K sold.

Sigma Planning Corp first reported a position in WBS in Q4 2020 and held it in 15 quarters. The position peaked at $313K in Q1 2022. 471 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

Sigma Planning Corp reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
Sigma Planning Corp sold 5,029 Webster Financial shares in Q4 2024, an estimated $234K.
Sigma Planning Corp first reported a position in Webster Financial in Q4 2020 and held it in 15 quarters.
Sigma Planning Corp's Webster Financial position peaked at $313K in Q1 2022.
471 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Sigma Planning Corp's 13F filing for Q4 2024, filed 3 Feb 2025.