AWM
PBCT

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

Altium 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
-36,287
Closed -$725K – 397
2022
Q1 		$725K Buy
36,287
+5,487
+18% +$112K 0.05% 199
2021
Q4 		$549K Buy
30,800
+5,525
+22% +$98.5K 0.04% 231
2021
Q3 		$442K Buy
25,275
+6,372
+34% +$104K 0.03% 246
2021
Q2 		$324K Buy
18,903
+5,500
+41% +$100K 0.02% 300
2021
Q1 		$240K Buy
+13,403
New +$216K 0.02% 332

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

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

Altium Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 36,287 shares — an estimated $725K sold.

Altium Wealth Management first reported a position in PBCT in Q1 2021 and held it in 5 quarters. The position peaked at $725K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Altium Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 36,287 People's United Financial Inc shares in Q2 2022, an estimated $725K.
  • Altium Wealth Management first reported a position in People's United Financial Inc in Q1 2021 and held it in 5 quarters.
  • Altium Wealth Management's People's United Financial Inc position peaked at $725K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.