SP
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Symmetry Partners’s Webster Financial WBS Stock Holding History

Symmetry 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
2022
Q1 		– Sell
-10,906
Closed -$609K – 607
2021
Q4 		$609K Sell
10,906
-462
-4% -$26K 0.04% 332
2021
Q3 		$640K Buy
11,368
+3,953
+53% +$197K 0.04% 330
2021
Q2 		$396K Buy
+7,415
New +$411K 0.03% 507
2019
Q2 		– Sell
-2,435
Closed -$123K – 426
2019
Q1 		$123K Hold
2,435
– – 0.02% 358
2018
Q4 		$120K Buy
+2,435
New +$139K 0.03% 319

Other funds holding WBS

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BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return