VFA
WBS

Valeo Financial Advisors’s Webster Financial WBS Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-25
Closed -$1K – 2163
2020
Q2 		$1K Sell
25
-19
-43% -$503 ﹤0.01% 1980
2020
Q1 		$1K Buy
+44
New +$1.79K ﹤0.01% 1732

Other funds holding WBS

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's WBS Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Webster Financial (WBS) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WBS in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 255 funds tracked by Wall St. Rank hold WBS as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Webster Financial position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Webster Financial shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Webster Financial in Q1 2020 and held it in 2 quarters.
  • Valeo Financial Advisors's Webster Financial position peaked at $1K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held Webster Financial as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.