WPA
WBS icon

West Paces Advisors’s Webster Financial WBS Stock Holding History

West Paces 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
2022
Q1 		– Sell
-55
Closed -$3.07K – 639
2021
Q4 		$3.07K Buy
55
+5
+10% +$282 ﹤0.01% 478
2021
Q3 		$2.72K Hold
50
– – ﹤0.01% 473
2021
Q2 		$2.67K Buy
+50
New +$2.77K ﹤0.01% 495

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Paces Advisors's WBS Position: Q1 2022 in Review

West Paces Advisors sold out of Webster Financial (WBS) in Q1 2022, closing a stake of 55 shares — an estimated $3.07K sold.

West Paces Advisors first reported a position in WBS in Q2 2021 and held it in 3 quarters. The position peaked at $3.07K in Q4 2021. 449 funds tracked by Wall St. Rank hold WBS as of Q1 2022.

  • West Paces Advisors reported no remaining Webster Financial position as of Q1 2022 after selling out during the quarter.
  • West Paces Advisors sold 55 Webster Financial shares in Q1 2022, an estimated $3.07K.
  • West Paces Advisors first reported a position in Webster Financial in Q2 2021 and held it in 3 quarters.
  • West Paces Advisors's Webster Financial position peaked at $3.07K in Q4 2021.
  • 449 funds tracked by Wall St. Rank held Webster Financial as of Q1 2022.

Based on West Paces Advisors's 13F filing for Q1 2022, filed 19 Dec 2023.