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

CFS 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	-2,091,734	Closed	-$105K	–	563
2022 Q1	$105K	Buy	2,091,734 +1,986,598	+1,890%	+$40.6M	0.46%	42
2021 Q4	$2.04M	Sell	105,136 -7,112	-6%	-$127K	0.27%	83
2021 Q3	$1.96M	Buy	+112,248	New	+$1.82M	0.27%	88
2020 Q4	$1.42M	Buy	+109,960	New	+$1.32M	0.23%	112

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 $683M AUM 22.58% 1-Year Est. Return

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

CFS Investment Advisory Services sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 2,091,734 shares — an estimated $105K sold.

CFS Investment Advisory Services first reported a position in PBCT in Q4 2020 and held it in 4 quarters. The position peaked at $2.04M in Q4 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

CFS Investment Advisory Services reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
CFS Investment Advisory Services sold 2,091,734 People's United Financial Inc shares in Q2 2022, an estimated $105K.
CFS Investment Advisory Services first reported a position in People's United Financial Inc in Q4 2020 and held it in 4 quarters.
CFS Investment Advisory Services's People's United Financial Inc position peaked at $2.04M in Q4 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.