FGAM
PBCT

Financial Gravity Asset Management’s People's United Financial Inc PBCT Stock Holding History

Financial Gravity Asset 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
-440
Closed -$9.82K – 870
2022
Q1 		$9.82K Sell
440
-46
-9% -$939 0.28% 83
2021
Q4 		$12.2K Sell
486
-210
-30% -$3.74K 0.28% 87
2021
Q3 		$17K Buy
696
+3
+0.4% +$49 0.01% 828
2021
Q2 		$17K Sell
693
-51
-7% -$932 0.01% 838
2021
Q1 		$13.3K Buy
744
+259
+53% +$4.17K 0.27% 42
2020
Q4 		$6K Buy
+485
New +$5.83K 0.01% 227
2020
Q2 		– Sell
-2,651
Closed -$29.3K – 1015
2020
Q1 		$29.3K Sell
2,651
-2,064
-44% -$30.6K 0.09% 97
2019
Q4 		$17K Buy
+4,715
New +$77.3K 0.01% 1074

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

Financial Gravity Asset Management's PBCT Position: Q2 2022 in Review

Financial Gravity Asset Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 440 shares — an estimated $9.82K sold.

Financial Gravity Asset Management first reported a position in PBCT in Q4 2019 and held it in 8 quarters. The position peaked at $29.3K in Q1 2020. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Financial Gravity Asset Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 440 People's United Financial Inc shares in Q2 2022, an estimated $9.82K.
  • Financial Gravity Asset Management first reported a position in People's United Financial Inc in Q4 2019 and held it in 8 quarters.
  • Financial Gravity Asset Management's People's United Financial Inc position peaked at $29.3K in Q1 2020.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Financial Gravity Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.