BWA
PBCT

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

BDO 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
2021
Q3 		– Sell
-83
Closed -$1K – 1156
2021
Q2 		$1K Buy
+83
New +$1.52K ﹤0.01% 1100

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

BDO Wealth Advisors's PBCT Position: Q3 2021 in Review

BDO Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q3 2021, closing a stake of 83 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in PBCT in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • BDO Wealth Advisors reported no remaining People's United Financial Inc position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 83 People's United Financial Inc shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in People's United Financial Inc in Q2 2021 and held it in 1 quarter.
  • BDO Wealth Advisors's People's United Financial Inc position peaked at $1K in Q2 2021.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.