FWM
PBCT

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

Filbrandt 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
2021
Q3 		$2K Hold
97
– – ﹤0.01% 195
2021
Q2 		$2K Hold
97
– – ﹤0.01% 167
2021
Q1 		$2K Buy
+97
New +$1.56K ﹤0.01% 162

Other funds holding PBCT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Filbrandt Wealth Management's PBCT Position: Q3 2021 in Review

Filbrandt Wealth Management held its People's United Financial Inc (PBCT) position steady in Q3 2021 at 97 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Filbrandt Wealth Management first reported a position in PBCT in Q1 2021 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Filbrandt Wealth Management held 97 shares of People's United Financial Inc worth $2K as of Q3 2021.
  • Filbrandt Wealth Management left its People's United Financial Inc share count unchanged in Q3 2021.
  • People's United Financial Inc made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #195 holding.
  • Filbrandt Wealth Management first reported a position in People's United Financial Inc in Q1 2021 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.