WorldQuant Millennium Advisors
WBS

WorldQuant Millennium Advisors’s Webster Financial WBS Stock Holding History

WorldQuant Millennium 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
2024
Q1 		– Sell
-20,156
Closed -$1.02M – 412
2023
Q4 		$1.02M Hold
20,156
– – 0.01% 295
2023
Q3 		$812K Hold
20,156
– – 0.01% 317
2023
Q2 		$761K Hold
20,156
– – 0.01% 330
2023
Q1 		$795K Buy
20,156
+4,515
+29% +$217K 0.01% 310
2022
Q4 		$740K Buy
+15,641
New +$783K 0.02% 300

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

WorldQuant Millennium Advisors's WBS Position: Q1 2024 in Review

WorldQuant Millennium Advisors sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 20,156 shares — an estimated $1.02M sold.

WorldQuant Millennium Advisors first reported a position in WBS in Q4 2022 and held it in 5 quarters. The position peaked at $1.02M in Q4 2023. 471 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • WorldQuant Millennium Advisors reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • WorldQuant Millennium Advisors sold 20,156 Webster Financial shares in Q1 2024, an estimated $1.02M.
  • WorldQuant Millennium Advisors first reported a position in Webster Financial in Q4 2022 and held it in 5 quarters.
  • WorldQuant Millennium Advisors's Webster Financial position peaked at $1.02M in Q4 2023.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2024, filed 15 May 2024.