Addison Advisors’s People's United Financial Inc PBCT Stock Holding History

Addison Advisors’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-25,575	Closed	-$511K	–	799
2022 Q1	$511K	Buy	25,575 +16,159	+172%	+$330K	0.28%	69
2021 Q4	$168K	Buy	9,416 +4,270	+83%	+$76.1K	0.1%	133
2021 Q3	$90K	Buy	+5,146	New	+$83.6K	0.07%	136

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Addison Advisors's PBCT Position: Q2 2022 in Review

Addison Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 25,575 shares — an estimated $511K sold.

Addison Advisors first reported a position in PBCT in Q3 2021 and held it in 3 quarters. The position peaked at $511K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Addison Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Addison Advisors sold 25,575 People's United Financial Inc shares in Q2 2022, an estimated $511K.
Addison Advisors first reported a position in People's United Financial Inc in Q3 2021 and held it in 3 quarters.
Addison Advisors's People's United Financial Inc position peaked at $511K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Addison Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.