ATIA
PBCT

American Trust Investment Advisors’s People's United Financial Inc PBCT Stock Holding History

American Trust Investment 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
-11,135
Closed -$223K – 93
2022
Q1 		$223K Buy
11,135
+415
+4% +$8.47K 0.11% 83
2021
Q4 		$191K Buy
+10,720
New +$191K 0.1% 89

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IA
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

American Trust Investment Advisors's PBCT Position: Q2 2022 in Review

American Trust Investment Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 11,135 shares — an estimated $223K sold.

American Trust Investment Advisors first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $223K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • American Trust Investment Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • American Trust Investment Advisors sold 11,135 People's United Financial Inc shares in Q2 2022, an estimated $223K.
  • American Trust Investment Advisors first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
  • American Trust Investment Advisors's People's United Financial Inc position peaked at $223K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on American Trust Investment Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.