CWM
PBCT

Connecticut Wealth Management’s People's United Financial Inc PBCT Stock Holding History

Connecticut Wealth Management’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
-11,332
Closed -$227K – 204
2022
Q1 		$227K Hold
11,332
– – 0.02% 175
2021
Q4 		$202K Sell
11,332
-3,450
-23% -$61.5K 0.02% 197
2021
Q3 		$258K Buy
14,782
+253
+2% +$4.11K 0.02% 172
2021
Q2 		$249K Hold
14,529
– – 0.02% 169
2021
Q1 		$260K Hold
14,529
– – 0.02% 142
2020
Q4 		$188K Sell
14,529
-138
-0.9% -$1.66K 0.02% 184
2020
Q3 		$151K Sell
14,667
-2,451
-14% -$26.6K 0.02% 200
2020
Q2 		$198K Buy
17,118
+2,479
+17% +$28.8K 0.02% 137
2020
Q1 		$162K Buy
14,639
+9
+0.1% +$134 0.02% 140
2019
Q4 		$247K Sell
14,630
-895
-6% -$14.7K 0.03% 147
2019
Q3 		$243K Buy
+15,525
New +$243K 0.03% 139

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

Connecticut Wealth Management's PBCT Position: Q2 2022 in Review

Connecticut Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 11,332 shares — an estimated $227K sold.

Connecticut Wealth Management first reported a position in PBCT in Q3 2019 and held it in 11 quarters. The position peaked at $260K in Q1 2021. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Connecticut Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Connecticut Wealth Management sold 11,332 People's United Financial Inc shares in Q2 2022, an estimated $227K.
  • Connecticut Wealth Management first reported a position in People's United Financial Inc in Q3 2019 and held it in 11 quarters.
  • Connecticut Wealth Management's People's United Financial Inc position peaked at $260K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Connecticut Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.