BPA
PBCT

Beacon Pointe Advisors’s People's United Financial Inc PBCT Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-16,865
Closed -$337K – 1259
2022
Q1 		$337K Buy
16,865
+6,040
+56% +$123K ﹤0.01% 940
2021
Q4 		$193K Buy
10,825
+135
+1% +$2.41K 0.01% 885
2021
Q3 		$187K Buy
+10,690
New +$174K ﹤0.01% 864

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $567M AUM 16.01% 1-Year Est. Return

Beacon Pointe Advisors's PBCT Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 16,865 shares — an estimated $337K sold.

Beacon Pointe Advisors first reported a position in PBCT in Q3 2021 and held it in 3 quarters. The position peaked at $337K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 16,865 People's United Financial Inc shares in Q2 2022, an estimated $337K.
  • Beacon Pointe Advisors first reported a position in People's United Financial Inc in Q3 2021 and held it in 3 quarters.
  • Beacon Pointe Advisors's People's United Financial Inc position peaked at $337K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.