EWA
PBCT

EverSource Wealth Advisors’s People's United Financial Inc PBCT Stock Holding History

EverSource Wealth Advisors’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
-283
Closed -$6K – 1958
2022
Q1 		$6K Hold
283
– – ﹤0.01% 1218
2021
Q4 		$5K Buy
+283
New +$5.05K ﹤0.01% 1298

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

EverSource Wealth Advisors's PBCT Position: Q2 2022 in Review

EverSource Wealth Advisors sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 283 shares — an estimated $6K sold.

EverSource Wealth Advisors first reported a position in PBCT in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • EverSource Wealth Advisors reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 283 People's United Financial Inc shares in Q2 2022, an estimated $6K.
  • EverSource Wealth Advisors first reported a position in People's United Financial Inc in Q4 2021 and held it in 2 quarters.
  • EverSource Wealth Advisors's People's United Financial Inc position peaked at $6K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on EverSource Wealth Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.