AllSquare Wealth Management’s People's United Financial Inc PBCT Stock Holding History

AllSquare Wealth Management’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	-524	Closed	-$10K	–	539
2022 Q1	$10K	Hold	524	–	–	0.01%	388
2021 Q4	$9K	Hold	524	–	–	0.01%	392
2021 Q3	$9K	Hold	524	–	–	0.01%	382
2021 Q2	$9K	Hold	524	–	–	0.01%	399
2021 Q1	$9K	Hold	524	–	–	0.01%	396
2020 Q4	$7K	Hold	524	–	–	﹤0.01%	373
2020 Q3	$5K	Hold	524	–	–	﹤0.01%	390
2020 Q2	$6K	Hold	524	–	–	﹤0.01%	381
2020 Q1	$6K	Hold	524	–	–	0.01%	358
2019 Q4	$9K	Buy	524 +132	+34%	+$2.16K	0.01%	342
2019 Q3	$6K	Hold	392	–	–	﹤0.01%	369
2019 Q2	$7K	Hold	392	–	–	0.01%	376
2019 Q1	$6K	Hold	392	–	–	﹤0.01%	384
2018 Q4	$6K	Hold	392	–	–	0.01%	372
2018 Q3	$7K	Hold	392	–	–	0.01%	383
2018 Q2	$7K	Hold	392	–	–	0.01%	381
2018 Q1	$7K	Hold	392	–	–	0.01%	308
2017 Q4	$7K	Hold	392	–	–	0.01%	310
2017 Q3	$7K	Hold	392	–	–	0.01%	290
2017 Q2	$7K	Hold	392	–	–	0.01%	143
2017 Q1	$7K	Hold	392	–	–	0.01%	283
2016 Q4	$8K	Hold	392	–	–	0.01%	244
2016 Q3	$6K	Hold	392	–	–	0.01%	255
2016 Q2	$6K	Hold	392	–	–	0.01%	239
2016 Q1	$6K	Buy	392 +200	+104%	+$3K	0.01%	237
2015 Q4	$3K	Hold	192	–	–	﹤0.01%	269
2015 Q3	$3K	Hold	192	–	–	﹤0.01%	280
2015 Q2	$3K	Hold	192	–	–	﹤0.01%	299
2015 Q1	$3K	Hold	192	–	–	﹤0.01%	294
2014 Q4	$3K	Buy	+192	New	+$2.81K	﹤0.01%	292

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 $9.54B AUM 19.86% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

AllSquare Wealth Management's PBCT Position: Q2 2022 in Review

AllSquare Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 524 shares — an estimated $10K sold.

AllSquare Wealth Management first reported a position in PBCT in Q4 2014 and held it in 30 quarters. The position peaked at $10K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

AllSquare Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
AllSquare Wealth Management sold 524 People's United Financial Inc shares in Q2 2022, an estimated $10K.
AllSquare Wealth Management first reported a position in People's United Financial Inc in Q4 2014 and held it in 30 quarters.
AllSquare Wealth Management's People's United Financial Inc position peaked at $10K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on AllSquare Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.