AWA
PBCT

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

Amplius Wealth 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
Q1 		– Sell
-136
Closed -$2K – 1008
2021
Q4 		$2K Buy
+136
New +$2.42K ﹤0.01% 869

Other funds holding PBCT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Amplius Wealth Advisors's PBCT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q1 2022, closing a stake of 136 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in PBCT in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 488 funds tracked by Wall St. Rank hold PBCT as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining People's United Financial Inc position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 136 People's United Financial Inc shares in Q1 2022, an estimated $2K.
  • Amplius Wealth Advisors first reported a position in People's United Financial Inc in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's People's United Financial Inc position peaked at $2K in Q4 2021.
  • 488 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.