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

Atlas Private 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
2021 Q2	–	Sell	-730	Closed	-$13K	–	408
2021 Q1	$13K	Hold	730	–	–	0.01%	294
2020 Q4	$9K	Sell	730 -500	-41%	-$6.01K	0.01%	320
2020 Q3	$13K	Sell	1,230 -880	-42%	-$9.56K	0.01%	296
2020 Q2	$24K	Hold	2,110	–	–	0.02%	255
2020 Q1	$23K	Hold	2,110	–	–	0.02%	239
2019 Q4	$36K	Buy	+2,110	New	+$34.6K	0.03%	227

Other funds holding PBCT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Atlas Private Wealth Management's PBCT Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2021, closing a stake of 730 shares — an estimated $13K sold.

Atlas Private Wealth Management first reported a position in PBCT in Q4 2019 and held it in 6 quarters. The position peaked at $36K in Q4 2019. 474 funds tracked by Wall St. Rank hold PBCT as of Q2 2021.

Atlas Private Wealth Management reported no remaining People's United Financial Inc position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 730 People's United Financial Inc shares in Q2 2021, an estimated $13K.
Atlas Private Wealth Management first reported a position in People's United Financial Inc in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's People's United Financial Inc position peaked at $36K in Q4 2019.
474 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.