SP
WBS

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

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Symmetry Partners's WBS Position: Q1 2022 in Review

Symmetry Partners sold out of Webster Financial (WBS) in Q1 2022, closing a stake of 10,906 shares — an estimated $609K sold.

Symmetry Partners first reported a position in WBS in Q4 2018 and held it in 5 quarters. The position peaked at $640K in Q3 2021. 449 funds tracked by Wall St. Rank hold WBS as of Q1 2022.

  • Symmetry Partners reported no remaining Webster Financial position as of Q1 2022 after selling out during the quarter.
  • Symmetry Partners sold 10,906 Webster Financial shares in Q1 2022, an estimated $609K.
  • Symmetry Partners first reported a position in Webster Financial in Q4 2018 and held it in 5 quarters.
  • Symmetry Partners's Webster Financial position peaked at $640K in Q3 2021.
  • 449 funds tracked by Wall St. Rank held Webster Financial as of Q1 2022.

Based on Symmetry Partners's 13F filing for Q1 2022, filed 4 Apr 2022.