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

Cornerstone 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	-95,378	Closed	-$1.91M	–	493
2022 Q1	$1.91M	Buy	95,378 +5,836	+7%	+$119K	0.19%	110
2021 Q4	$1.6M	Buy	89,542 +5,311	+6%	+$94.7K	0.15%	136
2021 Q3	$1.47M	Buy	84,231 +12,419	+17%	+$202K	0.16%	134
2021 Q2	$1.23M	Buy	+71,812	New	+$1.31M	0.13%	158

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

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

Cornerstone Wealth Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 95,378 shares — an estimated $1.91M sold.

Cornerstone Wealth Management first reported a position in PBCT in Q2 2021 and held it in 4 quarters. The position peaked at $1.91M in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Cornerstone Wealth Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Cornerstone Wealth Management sold 95,378 People's United Financial Inc shares in Q2 2022, an estimated $1.91M.
Cornerstone Wealth Management first reported a position in People's United Financial Inc in Q2 2021 and held it in 4 quarters.
Cornerstone Wealth Management's People's United Financial Inc position peaked at $1.91M in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

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