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

Bard Financial 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
2022 Q2	–	Sell	-54,765	Closed	-$1.09M	–	312
2022 Q1	$1.09M	Hold	54,765	–	–	0.09%	148
2021 Q4	$976K	Hold	54,765	–	–	0.08%	153
2021 Q3	$957K	Sell	54,765 -4,000	-7%	-$65K	0.08%	148
2021 Q2	$1.01M	Sell	58,765 -2,500	-4%	-$45.7K	0.09%	143
2021 Q1	$1.1M	Sell	61,265 -4,535	-7%	-$73K	0.11%	134
2020 Q4	$851K	Buy	+65,800	New	+$791K	0.09%	144

Other funds holding PBCT

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

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

Bard Financial Services's PBCT Position: Q2 2022 in Review

Bard Financial Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 54,765 shares — an estimated $1.09M sold.

Bard Financial Services first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $1.1M in Q1 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Bard Financial Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Bard Financial Services sold 54,765 People's United Financial Inc shares in Q2 2022, an estimated $1.09M.
Bard Financial Services first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Bard Financial Services's People's United Financial Inc position peaked at $1.1M in Q1 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Bard Financial Services's 13F filing for Q2 2022, filed 6 Jul 2022.