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Snowden Capital Advisors’s Webster Financial WBS Stock Holding History

Snowden Capital 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
2024
Q1 		– Sell
-4,179
Closed -$212K – 1215
2023
Q4 		$212K Buy
+4,179
New +$181K 0.01% 1057

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Snowden Capital Advisors's WBS Position: Q1 2024 in Review

Snowden Capital Advisors sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 4,179 shares — an estimated $212K sold.

Snowden Capital Advisors first reported a position in WBS in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Snowden Capital Advisors reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 4,179 Webster Financial shares in Q1 2024, an estimated $212K.
  • Snowden Capital Advisors first reported a position in Webster Financial in Q4 2023 and held it in 1 quarter.
  • Snowden Capital Advisors's Webster Financial position peaked at $212K in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Snowden Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.