Truist Financial
WBS

Truist Financial’s Webster Financial WBS Stock Holding History

Truist Financial’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
Q3 		– Sell
-98,257
Closed -$4.28M – 2745
2024
Q2 		$4.28M Sell
98,257
-32,495
-25% -$1.45M 0.01% 921
2024
Q1 		$6.64M Sell
130,752
-4,283
-3% -$209K 0.01% 777
2023
Q4 		$6.85M Sell
135,035
-12,152
-8% -$525K 0.01% 747
2023
Q3 		$5.93M Sell
147,187
-3,474
-2% -$148K 0.01% 777
2023
Q2 		$5.69M Sell
150,661
-49,432
-25% -$1.82M 0.01% 789
2023
Q1 		$7.89M Buy
200,093
+13,491
+7% +$648K 0.01% 667
2022
Q4 		$8.83M Sell
186,602
-27,951
-13% -$1.4M 0.02% 612
2022
Q3 		$9.7M Buy
214,553
+33,169
+18% +$1.53M 0.02% 561
2022
Q2 		$7.64M Buy
181,384
+565
+0.3% +$27.2K 0.01% 667
2022
Q1 		$10.1M Sell
180,819
-37,496
-17% -$2.23M 0.02% 633
2021
Q4 		$12.2M Sell
218,315
-20,227
-8% -$1.14M 0.02% 582
2021
Q3 		$13M Sell
238,542
-53
-0% -$2.64K 0.02% 545
2021
Q2 		$12.7M Sell
238,595
-11,714
-5% -$649K 0.02% 554
2021
Q1 		$13.8M Buy
+250,309
New +$13.3M 0.02% 513
2020
Q4 		– Sell
-309,383
Closed -$8.17M – 2644
2020
Q3 		$8.17M Sell
309,383
-70,250
-19% -$1.9M 0.02% 605
2020
Q2 		$10.9M Sell
379,633
-101,480
-21% -$2.69M 0.02% 510
2020
Q1 		$11M Sell
481,113
-22,711
-5% -$924K 0.03% 467
2019
Q4 		$26.9M Buy
+503,824
New +$24.2M 0.05% 336

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Truist Financial's WBS Position: Q3 2024 in Review

Truist Financial sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 98,257 shares — an estimated $4.28M sold.

Truist Financial first reported a position in WBS in Q4 2019 and held it in 18 quarters. The position peaked at $26.9M in Q4 2019. 439 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Truist Financial reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 98,257 Webster Financial shares in Q3 2024, an estimated $4.28M.
  • Truist Financial first reported a position in Webster Financial in Q4 2019 and held it in 18 quarters.
  • Truist Financial's Webster Financial position peaked at $26.9M in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.