Carson Wealth (CWM LLC)
PBCT

Carson Wealth (CWM LLC)’s People's United Financial Inc PBCT Stock Holding History

Carson Wealth (CWM 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
-2,153
Closed -$43K – 4248
2022
Q1 		$43K Buy
2,153
+608
+39% +$12.4K ﹤0.01% 1674
2021
Q4 		$28K Buy
+1,545
New +$27.5K ﹤0.01% 1818
2021
Q2 		$15K Hold
859
– – ﹤0.01% 1948
2021
Q1 		$15K Hold
859
– – ﹤0.01% 1947
2020
Q4 		$15K Hold
859
– – ﹤0.01% 1947
2020
Q3 		$15K Hold
859
– – ﹤0.01% 1947
2020
Q2 		$15K Hold
859
– – ﹤0.01% 1947
2020
Q1 		$15K Hold
859
– – ﹤0.01% 1945
2019
Q4 		$15K Hold
859
– – ﹤0.01% 1945
2019
Q3 		$15K Hold
859
– – ﹤0.01% 1945
2019
Q2 		$15K Hold
859
– – ﹤0.01% 1945
2019
Q1 		$15K Buy
859
+636
+285% +$10.6K ﹤0.01% 1944
2018
Q4 		$3K Sell
223
-25
-10% -$396 ﹤0.01% 1692
2018
Q3 		$4K Buy
+248
New +$4.54K ﹤0.01% 1427
2017
Q4 		– Sell
-131
Closed -$2K – 1610
2017
Q3 		$2K Sell
131
-152
-54% -$2.62K ﹤0.01% 1325
2017
Q2 		$5K Buy
+283
New +$4.92K ﹤0.01% 895

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

Carson Wealth (CWM LLC)'s PBCT Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 2,153 shares — an estimated $43K sold.

Carson Wealth (CWM LLC) first reported a position in PBCT in Q2 2017 and held it in 16 quarters. The position peaked at $43K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,153 People's United Financial Inc shares in Q2 2022, an estimated $43K.
  • Carson Wealth (CWM LLC) first reported a position in People's United Financial Inc in Q2 2017 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s People's United Financial Inc position peaked at $43K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.