Clearview Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

Clearview Wealth 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	-4,712	Closed	-$94K	–	673
2022 Q1	$94K	Sell	4,712 -430	-8%	-$8.78K	0.06%	141
2021 Q4	$92K	Sell	5,142 -459	-8%	-$8.18K	0.06%	162
2021 Q3	$98K	Buy	5,601 +90	+2%	+$1.46K	0.06%	163
2021 Q2	$94K	Sell	5,511 -123	-2%	-$2.25K	0.06%	172
2021 Q1	$101K	Buy	5,634 +2,018	+56%	+$32.5K	0.07%	156
2020 Q4	$47K	Buy	+3,616	New	+$43.5K	0.03%	202

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

Clearview Wealth Advisors's PBCT Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 4,712 shares — an estimated $94K sold.

Clearview Wealth Advisors first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $101K in Q1 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Clearview Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 4,712 People's United Financial Inc shares in Q2 2022, an estimated $94K.
Clearview Wealth Advisors first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Clearview Wealth Advisors's People's United Financial Inc position peaked at $101K in Q1 2021.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.