AAS
PBCT

Avantax Advisory Services’s People's United Financial Inc PBCT Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-20,194
Closed -$208K – 1398
2020
Q3 		$208K Buy
+20,194
New +$219K ﹤0.01% 1209

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's PBCT Position: Q4 2020 in Review

Avantax Advisory Services sold out of People's United Financial Inc (PBCT) in Q4 2020, closing a stake of 20,194 shares — an estimated $208K sold.

Avantax Advisory Services first reported a position in PBCT in Q3 2020 and held it in 1 quarter. The position peaked at $208K in Q3 2020. 506 funds tracked by Wall St. Rank hold PBCT as of Q4 2020.

  • Avantax Advisory Services reported no remaining People's United Financial Inc position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 20,194 People's United Financial Inc shares in Q4 2020, an estimated $208K.
  • Avantax Advisory Services first reported a position in People's United Financial Inc in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's People's United Financial Inc position peaked at $208K in Q3 2020.
  • 506 funds tracked by Wall St. Rank held People's United Financial Inc as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.