Bogart Wealth LLC’s People's United Financial Inc PBCT Stock Holding History

Bogart Wealth LLC’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	-375	Closed	-$7K	–	1015
2022 Q1	$7K	Hold	375	–	–	﹤0.01%	546
2021 Q4	$7K	Hold	375	–	–	﹤0.01%	524
2021 Q3	$7K	Hold	375	–	–	﹤0.01%	510
2021 Q2	$6K	Hold	375	–	–	﹤0.01%	506
2021 Q1	$7K	Hold	375	–	–	﹤0.01%	451
2020 Q4	$4K	Hold	375	–	–	﹤0.01%	386
2020 Q3	$3K	Hold	375	–	–	﹤0.01%	385
2020 Q2	$4K	Hold	375	–	–	﹤0.01%	359
2020 Q1	$4K	Hold	375	–	–	﹤0.01%	346
2019 Q4	$6K	Buy	+375	New	+$6.15K	﹤0.01%	325

Other funds holding PBCT

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

Bogart Wealth LLC's PBCT Position: Q2 2022 in Review

Bogart Wealth LLC sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 375 shares — an estimated $7K sold.

Bogart Wealth LLC first reported a position in PBCT in Q4 2019 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Bogart Wealth LLC reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Bogart Wealth LLC sold 375 People's United Financial Inc shares in Q2 2022, an estimated $7K.
Bogart Wealth LLC first reported a position in People's United Financial Inc in Q4 2019 and held it in 10 quarters.
Bogart Wealth LLC's People's United Financial Inc position peaked at $7K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Bogart Wealth LLC's 13F filing for Q2 2022, filed 22 Jul 2022.