Concord Wealth Partners’s People's United Financial Inc PBCT Stock Holding History

Concord Wealth Partners’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	-7,429	Closed	-$149K	–	1434
2022 Q1	$149K	Buy	7,429 +28	+0.4%	+$572	0.04%	233
2021 Q4	$132K	Buy	7,401 +5,919	+399%	+$106K	0.03%	266
2021 Q3	$26K	Sell	1,482 -1,472	-50%	-$23.9K	0.01%	339
2021 Q2	$51K	Buy	2,954 +2,088	+241%	+$38.1K	0.01%	354
2021 Q1	$16K	Buy	866 +716	+477%	+$11.5K	0.01%	518
2020 Q4	$2K	Buy	+150	New	+$1.8K	﹤0.01%	583

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 $683M AUM 22.58% 1-Year Est. Return

Concord Wealth Partners's PBCT Position: Q2 2022 in Review

Concord Wealth Partners sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 7,429 shares — an estimated $149K sold.

Concord Wealth Partners first reported a position in PBCT in Q4 2020 and held it in 6 quarters. The position peaked at $149K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Concord Wealth Partners reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 7,429 People's United Financial Inc shares in Q2 2022, an estimated $149K.
Concord Wealth Partners first reported a position in People's United Financial Inc in Q4 2020 and held it in 6 quarters.
Concord Wealth Partners's People's United Financial Inc position peaked at $149K in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.