Wedbush Securities’s Webster Financial WBS Stock Holding History

Wedbush Securities’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 Q2	–	Sell	-5,190	Closed	-$263K	–	1296
2024 Q1	$263K	Buy	+5,190	New	+$254K	0.01%	941

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wedbush Securities's WBS Position: Q2 2024 in Review

Wedbush Securities sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 5,190 shares — an estimated $263K sold.

Wedbush Securities first reported a position in WBS in Q1 2024 and held it in 1 quarter. The position peaked at $263K in Q1 2024. 455 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

Wedbush Securities reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
Wedbush Securities sold 5,190 Webster Financial shares in Q2 2024, an estimated $263K.
Wedbush Securities first reported a position in Webster Financial in Q1 2024 and held it in 1 quarter.
Wedbush Securities's Webster Financial position peaked at $263K in Q1 2024.
455 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.