CFO
PBCT

CVA Family Office’s People's United Financial Inc PBCT Stock Holding History

CVA Family Office’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
-355
Closed -$7K – 1020
2022
Q1 		$7K Hold
355
– – ﹤0.01% 736
2021
Q4 		$6K Buy
+355
New +$6.33K ﹤0.01% 734

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

CVA Family Office's PBCT Position: Q2 2022 in Review

CVA Family Office sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 355 shares — an estimated $7K sold.

CVA Family Office first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • CVA Family Office reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • CVA Family Office sold 355 People's United Financial Inc shares in Q2 2022, an estimated $7K.
  • CVA Family Office first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
  • CVA Family Office's People's United Financial Inc position peaked at $7K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on CVA Family Office's 13F filing for Q2 2022, filed 11 Jul 2022.