BIAS
PBCT

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

Beacon Investment 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
2022
Q2 		– Sell
-51,638
Closed -$1.03M – 310
2022
Q1 		$1.03M Hold
51,638
– – 0.04% 159
2021
Q4 		$920K Buy
51,638
+3
+0% +$53 0.04% 173
2021
Q3 		$902K Buy
51,635
+104
+0.2% +$1.69K 0.04% 175
2021
Q2 		$883K Sell
51,531
-20
-0% -$365 0.04% 175
2021
Q1 		$923K Hold
51,551
– – 0.04% 165
2020
Q4 		$667K Sell
51,551
-106,795
-67% -$1.28M 0.03% 168
2020
Q3 		$1.63M Sell
158,346
-97
-0.1% -$1.05K 0.08% 130
2020
Q2 		$1.83M Buy
158,443
+1
+0% +$12 0.1% 126
2020
Q1 		$1.75M Sell
158,442
-15,266
-9% -$227K 0.12% 117
2019
Q4 		$2.94M Sell
173,708
-728
-0.4% -$11.9K 0.16% 112
2019
Q3 		$2.73M Sell
174,436
-411
-0.2% -$6.43K 0.27% 83
2019
Q2 		$2.93M Buy
174,847
+1
+0% +$17 0.31% 81
2019
Q1 		$2.87M Sell
174,846
-505
-0.3% -$8.41K 0.3% 77
2018
Q4 		$2.53M Sell
175,351
-25
-0% -$396 0.28% 82
2018
Q3 		$3M Hold
175,376
– – 0.29% 80
2018
Q2 		$3.17M Sell
175,376
-101
-0.1% -$1.88K 0.32% 78
2018
Q1 		$3.27M Sell
175,477
-78,907
-31% -$1.53M 0.34% 77
2017
Q4 		$4.76M Sell
254,384
-1,839
-0.7% -$34.1K 0.5% 60
2017
Q3 		$4.65M Buy
+256,223
New +$4.42M 0.4% 72

Other funds holding PBCT

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

Beacon Investment Advisory Services's PBCT Position: Q2 2022 in Review

Beacon Investment Advisory Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 51,638 shares — an estimated $1.03M sold.

Beacon Investment Advisory Services first reported a position in PBCT in Q3 2017 and held it in 19 quarters. The position peaked at $4.76M in Q4 2017. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Beacon Investment Advisory Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 51,638 People's United Financial Inc shares in Q2 2022, an estimated $1.03M.
  • Beacon Investment Advisory Services first reported a position in People's United Financial Inc in Q3 2017 and held it in 19 quarters.
  • Beacon Investment Advisory Services's People's United Financial Inc position peaked at $4.76M in Q4 2017.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2022, filed 21 Jul 2022.