EW
PBCT

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

Evoke Wealth’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
-299
Closed -$6K – 1288
2022
Q1 		$6K Buy
299
+171
+134% +$3.49K ﹤0.01% 891
2021
Q4 		$2K Buy
128
+22
+21% +$392 ﹤0.01% 1094
2021
Q3 		$1K Hold
106
– – ﹤0.01% 1130
2021
Q2 		$2K Sell
106
-18
-15% -$329 ﹤0.01% 1087
2021
Q1 		$2K Hold
124
– – ﹤0.01% 1073
2020
Q4 		$2K Buy
124
+18
+17% +$216 ﹤0.01% 925
2020
Q3 		$1K Sell
106
-244
-70% -$2.65K ﹤0.01% 1005
2020
Q2 		$4K Sell
350
-166
-32% -$1.93K ﹤0.01% 761
2020
Q1 		$5.7K Buy
516
+435
+537% +$6.46K ﹤0.01% 585
2019
Q4 		$1.36K Sell
81
-39
-33% -$639 ﹤0.01% 1127
2019
Q3 		$1.88K Buy
+120
New +$1.88K ﹤0.01% 1216

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

Evoke Wealth's PBCT Position: Q2 2022 in Review

Evoke Wealth sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 299 shares — an estimated $6K sold.

Evoke Wealth first reported a position in PBCT in Q3 2019 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Evoke Wealth reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Evoke Wealth sold 299 People's United Financial Inc shares in Q2 2022, an estimated $6K.
  • Evoke Wealth first reported a position in People's United Financial Inc in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth'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 Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.