CWS
PBCT

Confluence Wealth Services’s People's United Financial Inc PBCT Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-1,340
Closed -$23K – 1289
2021
Q4 		$23K Buy
+1,340
New +$23.9K 0.01% 698

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Confluence Wealth Services's PBCT Position: Q1 2022 in Review

Confluence Wealth Services sold out of People's United Financial Inc (PBCT) in Q1 2022, closing a stake of 1,340 shares — an estimated $23K sold.

Confluence Wealth Services first reported a position in PBCT in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 488 funds tracked by Wall St. Rank hold PBCT as of Q1 2022.

  • Confluence Wealth Services reported no remaining People's United Financial Inc position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,340 People's United Financial Inc shares in Q1 2022, an estimated $23K.
  • Confluence Wealth Services first reported a position in People's United Financial Inc in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's People's United Financial Inc position peaked at $23K in Q4 2021.
  • 488 funds tracked by Wall St. Rank held People's United Financial Inc as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.