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
2021
Q3 		$17K Buy
696
+3
+0.4% +$49 0.01% 828
2021
Q2 		$17K Buy
+693
New +$12.7K 0.01% 838
2020
Q4 		$6K Buy
+485
New +$5.83K 0.01% 227
2019
Q4 		$17K Buy
+4,715
New +$77.3K 0.01% 1074

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 $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Financial Gravity Asset Management's PBCT Position: Q3 2021 in Review

Financial Gravity Asset Management increased its People's United Financial Inc (PBCT) stake by 0.43% in Q3 2021, buying an estimated $49 and bringing the position to 696 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #828.

Financial Gravity Asset Management first reported a position in PBCT in Q4 2019 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold PBCT as of Q3 2021.

  • Financial Gravity Asset Management held 696 shares of People's United Financial Inc worth $17K as of Q3 2021.
  • Financial Gravity Asset Management bought 3 People's United Financial Inc shares in Q3 2021, an estimated $49.
  • People's United Financial Inc made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #828 holding.
  • Financial Gravity Asset Management first reported a position in People's United Financial Inc in Q4 2019 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held People's United Financial Inc as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.