SAM
WBS

Synergy Asset Management’s Webster Financial WBS Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-9
Closed -$419 – 857
2024
Q4 		$419 Buy
+9
New +$494 ﹤0.01% 795
2022
Q3 		– Sell
-16,579
Closed -$699K – 140
2022
Q2 		$699K Buy
16,579
+9,433
+132% +$454K 0.19% 62
2022
Q1 		$401K Buy
+7,146
New +$424K 0.1% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Synergy Asset Management's WBS Position: Q1 2025 in Review

Synergy Asset Management sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 9 shares — an estimated $419 sold.

Synergy Asset Management first reported a position in WBS in Q1 2022 and held it in 3 quarters. The position peaked at $699K in Q2 2022. 492 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Synergy Asset Management reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 9 Webster Financial shares in Q1 2025, an estimated $419.
  • Synergy Asset Management first reported a position in Webster Financial in Q1 2022 and held it in 3 quarters.
  • Synergy Asset Management's Webster Financial position peaked at $699K in Q2 2022.
  • 492 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.